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
776
$58.8M 0.02%
2,393,828
+122,478
777
$58.7M 0.02%
1,117,173
-219,081
778
$58.7M 0.02%
1,761,505
+355,077
779
$58.6M 0.02%
4,466,603
+1,169,349
780
$58M 0.02%
2,640,875
+797,300
781
$57.8M 0.02%
4,958,490
+652,593
782
$57.7M 0.02%
945,271
+279,296
783
$57.5M 0.02%
5,480,552
-9,254
784
$57.4M 0.02%
136,605
+65,596
785
$57.3M 0.02%
1,274,460
+303,521
786
$57.2M 0.02%
2,092,100
+572,600
787
$57M 0.02%
1,335,418
-112,496
788
$56.9M 0.02%
1,371,485
+85,207
789
$56.9M 0.02%
855,781
+49,921
790
$56.8M 0.02%
822,879
+257,249
791
$56.6M 0.02%
920,475
+124,370
792
$56.5M 0.02%
1,060,431
-183,545
793
$56.5M 0.02%
381,606
+22,483
794
$56.5M 0.02%
561,632
-138,863
795
$56.5M 0.02%
958,979
-70,105
796
$56.2M 0.02%
3,487,638
+1,090,457
797
$56.2M 0.02%
2,320,680
+1,191,684
798
$56.1M 0.02%
1,362,798
+17,382
799
$56M 0.02%
930,016
+740,572
800
$56M 0.02%
935,882
+1,381
30 31
32
33 34