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
1001
$39.3M 0.01%
1,479,096
-547,568
1002
$39.2M 0.01%
887,602
+244,484
1003
$39.2M 0.01%
1,415,372
+459,411
1004
$39.1M 0.01%
245,262
+22,218
1005
$39.1M 0.01%
870,698
-1,280,268
1006
$38.9M 0.01%
1,412,428
+1,145,936
1007
$38.8M 0.01%
3,460,914
-248,205
1008
$38.8M 0.01%
250,952
-34,573
1009
$38.7M 0.01%
753,808
+467,901
1010
$38.5M 0.01%
638,573
+68,041
1011
$38.5M 0.01%
2,113,553
+994,347
1012
$38.5M 0.01%
554,149
+220,532
1013
$38.3M 0.01%
3,245,253
+122,330
1014
$38.3M 0.01%
1,173,615
+138,036
1015
$38.3M 0.01%
280,016
-54,482
1016
$38M 0.01%
759,714
-103,245
1017
$38M 0.01%
2,079,761
-3,703,701
1018
$37.9M 0.01%
934,774
+155,318
1019
$37.9M 0.01%
1,610,655
+521,614
1020
$37.7M 0.01%
1,997,404
+515,657
1021
$37.7M 0.01%
806,378
-266,951
1022
$37.7M 0.01%
771,758
+295,140
1023
$37.7M 0.01%
1,475,067
+521,646
1024
$37.7M 0.01%
937,540
+59,536
1025
$37.5M 0.01%
2,328,146
+512,366
39 40
41
42 43