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
726
$64.6M 0.02%
1,981,259
-180,097
727
$64.6M 0.02%
5,564,174
+622,385
728
$64.4M 0.02%
2,554,976
-203,666
729
$64.3M 0.02%
1,321,507
+9,309
730
$64.1M 0.02%
1,700,100
+202,639
731
$64M 0.02%
1,141,998
-35,275
732
$63.6M 0.02%
+4,107,343
733
$63.5M 0.02%
360,371
-44,433
734
$63.3M 0.02%
886,349
-147,481
735
$63.3M 0.02%
2,154,579
-1,148,978
736
$63.2M 0.02%
3,515,813
-109,774
737
$63.2M 0.02%
1,121,081
-25,052
738
$63.1M 0.02%
853,751
-621,188
739
$63.1M 0.02%
981,902
-609,558
740
$63M 0.02%
364,146
+16,666
741
$63M 0.02%
1,474,798
-496,607
742
$62.7M 0.02%
1,083,645
-18,701
743
$62.6M 0.02%
1,147,975
-143,492
744
$62.3M 0.02%
22,494
+4,368
745
$62.2M 0.02%
581,738
+40,824
746
$61.8M 0.02%
794,780
-64,871
747
$61.8M 0.02%
+3,860,766
748
$61.7M 0.02%
1,081,060
+111,450
749
$61.7M 0.02%
5,028,027
+866,072
750
$61.5M 0.02%
+1,914,192
28 29
30
31 32