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
926
$45M 0.02%
1,112,162
-265,502
927
$44.9M 0.02%
2,164,210
+330,570
928
$44.9M 0.02%
572,583
-9,116
929
$44.7M 0.02%
782,732
+80,840
930
$44.7M 0.02%
620,562
-399,704
931
$44.7M 0.02%
615,282
-61,616
932
$44.6M 0.02%
602,907
-34,868
933
$44.5M 0.02%
1,796,441
+520,566
934
$44.5M 0.02%
889,831
+174,068
935
$44.3M 0.02%
1,598,053
-118,683
936
$44.3M 0.02%
1,489,059
+10,935
937
$44.2M 0.02%
2,827,808
+96,110
938
$44.2M 0.02%
5,345,550
+470,030
939
$44.1M 0.02%
1,558,919
+937,327
940
$44M 0.02%
1,152,066
+83,898
941
$44M 0.02%
970,719
+72,479
942
$43.9M 0.02%
6,604,916
-1,883,523
943
$43.9M 0.02%
88,659
+40,678
944
$43.8M 0.02%
905,814
-47,947
945
$43.7M 0.02%
693,067
+65,646
946
$43.7M 0.02%
1,548,740
+655,496
947
$43.6M 0.02%
650,188
-233,554
948
$43.5M 0.02%
734,300
+113,575
949
$43.5M 0.02%
2,577,307
+190,743
950
$43.5M 0.02%
1,510,298
-106,498
36 37
38
39 40