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
601
$81.5M 0.03%
1,436,644
-314,011
602
$81.4M 0.03%
1,884,452
-38,901
603
$81.4M 0.03%
1,373,426
+32,813
604
$81.3M 0.03%
1,640,826
+1,423,653
605
$81.1M 0.03%
1,839,319
+204,098
606
$81M 0.03%
1,367,722
+249,450
607
$81M 0.03%
1,364,721
+80,749
608
$80.9M 0.03%
2,154,545
+361,099
609
$80.9M 0.03%
2,634,348
+1,385,985
610
$80.5M 0.03%
2,194,975
-256,124
611
$80.2M 0.03%
3,429,091
+286,280
612
$80.1M 0.03%
4,329,668
+3,256,597
613
$80M 0.03%
5,808,372
-74,766
614
$80M 0.03%
1,580,461
+93,900
615
$79.2M 0.03%
438,173
-205,538
616
$79.2M 0.03%
1,825,516
-320,319
617
$79.1M 0.03%
4,091,680
+542,699
618
$78.2M 0.03%
2,017,286
+552,785
619
$78.2M 0.03%
2,267,496
+1,098,064
620
$78M 0.03%
1,621,971
+533,970
621
$78M 0.03%
870,688
-113,590
622
$77.9M 0.03%
4,240,140
+15,417
623
$77.6M 0.03%
1,552,950
+8,474
624
$77.6M 0.03%
2,010,451
+685,610
625
$77.3M 0.03%
978,762
+286,304
23 24
25
26 27