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
676
$69.6M 0.02%
542,611
+231,919
677
$69.5M 0.02%
3,372,850
+1,410,973
678
$69.5M 0.02%
2,265,942
+107,606
679
$69.4M 0.02%
2,356,610
-427,861
680
$69.4M 0.02%
4,658,125
+4,378,705
681
$69.3M 0.02%
2,538,520
+1,167,985
682
$69.1M 0.02%
5,009,571
+204,604
683
$68.9M 0.02%
1,201,651
-92,562
684
$68.9M 0.02%
2,025,750
+546,722
685
$68.8M 0.02%
1,860,716
+950,853
686
$68.6M 0.02%
631,548
-31,080
687
$68.6M 0.02%
2,920,377
+20,055
688
$68.6M 0.02%
720,689
-42,204
689
$68.5M 0.02%
1,451,782
-4,038
690
$68.5M 0.02%
853,410
+290,140
691
$68.5M 0.02%
1,793,081
+58,761
692
$68.4M 0.02%
1,682,797
+706,341
693
$68.3M 0.02%
102,370
+70,674
694
$68.2M 0.02%
1,263,816
+79,431
695
$68.2M 0.02%
5,034,369
+707,033
696
$68.1M 0.02%
2,250,734
+1,422,488
697
$68.1M 0.02%
1,227,790
+129,280
698
$68.1M 0.02%
2,651,414
+73,390
699
$68M 0.02%
2,424,043
+206,305
700
$67.9M 0.02%
1,165,791
+29,538
26 27
28
29 30