Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,087
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$2.34B
3
+$2B
4
WFC icon
Wells Fargo
WFC
+$1.04B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.03B

Top Sells

1
+$567M
2
+$284M
3
+$271M
4
HD icon
Home Depot
HD
+$255M
5
PGR icon
Progressive
PGR
+$251M

Sector Composition

1 Healthcare 10.62%
2 Financials 8.83%
3 Technology 8.4%
4 Consumer Discretionary 7.16%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5951
$23K ﹤0.01%
1,113
-1,116
5952
$23K ﹤0.01%
852
+1
5953
$23K ﹤0.01%
1,017
+288
5954
$23K ﹤0.01%
2,911
-7,521
5955
$23K ﹤0.01%
4,037
+2,102
5956
$23K ﹤0.01%
869
+469
5957
$23K ﹤0.01%
34,650
-935
5958
$23K ﹤0.01%
1,513
5959
$23K ﹤0.01%
2,735
+2,412
5960
$22K ﹤0.01%
432
-1,268
5961
$22K ﹤0.01%
770
-12,132
5962
$22K ﹤0.01%
556
-665
5963
$22K ﹤0.01%
327
-350
5964
$22K ﹤0.01%
559
-2,945
5965
$22K ﹤0.01%
686
-12
5966
$22K ﹤0.01%
3,154
+1,197
5967
$22K ﹤0.01%
1,296
-368
5968
$22K ﹤0.01%
1,026
+643
5969
$22K ﹤0.01%
3,995
-400
5970
$22K ﹤0.01%
+8,395
5971
$21K ﹤0.01%
4,020
-1,161
5972
$21K ﹤0.01%
495
-5,640
5973
$21K ﹤0.01%
6,543
+501
5974
$21K ﹤0.01%
420
-300
5975
$21K ﹤0.01%
450
-81
237 238
239
240 241