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
901
$46.2M 0.02%
888,578
+103,765
902
$46.2M 0.02%
4,594,186
-2,132,929
903
$46.1M 0.02%
737,784
+135,042
904
$45.9M 0.02%
+2,089,035
905
$45.9M 0.02%
771,615
-95,781
906
$45.8M 0.02%
875,420
+158,412
907
$45.8M 0.02%
817,756
-301,706
908
$45.8M 0.02%
1,119,356
-77,615
909
$45.8M 0.02%
5,024,118
+387,057
910
$45.8M 0.02%
3,241,622
+224,114
911
$45.7M 0.02%
1,420,342
-306,449
912
$45.7M 0.02%
20,436
+3,157
913
$45.7M 0.02%
852,014
-154,870
914
$45.6M 0.02%
3,306,655
-96,977
915
$45.6M 0.02%
451,759
+138,159
916
$45.6M 0.02%
1,074,828
-161,141
917
$45.5M 0.02%
1,037,440
-18,364
918
$45.5M 0.02%
622,136
-325,178
919
$45.5M 0.02%
626,770
+229,508
920
$45.4M 0.02%
213,529
-2,722
921
$45.3M 0.02%
1,265,982
+227,172
922
$45.2M 0.02%
634,986
+100,506
923
$45.1M 0.02%
332,829
+7,313
924
$45M 0.02%
2,544,968
-382,438
925
$45M 0.02%
715,067
+301,767
35 36
37
38 39