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
1051
$36.1M 0.01%
596,857
+499,922
1052
$36.1M 0.01%
1,302,188
-175,948
1053
$36.1M 0.01%
1,125,466
-48,753
1054
$36M 0.01%
1,621,229
-1,315,893
1055
$36M 0.01%
761,687
-61,770
1056
$36M 0.01%
251,561
-98,920
1057
$36M 0.01%
+1,988,496
1058
$36M 0.01%
199,766
+34,001
1059
$35.9M 0.01%
1,171,073
+417,184
1060
$35.8M 0.01%
1,377,210
-632,062
1061
$35.8M 0.01%
1,223,768
+546,254
1062
$35.8M 0.01%
2,375,340
+807,450
1063
$35.7M 0.01%
338,164
-20,368
1064
$35.6M 0.01%
781,645
+61,135
1065
$35.6M 0.01%
1,782,894
+934,608
1066
$35.5M 0.01%
2,345,351
+20,329
1067
$35.5M 0.01%
559,060
-116,599
1068
$35.3M 0.01%
404,482
+231,207
1069
$35.3M 0.01%
609,519
+32,565
1070
$35.3M 0.01%
768,270
-101,042
1071
$35.2M 0.01%
830,671
-120,666
1072
$35.2M 0.01%
267,312
+106,763
1073
$35.1M 0.01%
1,034,935
+362,349
1074
$35.1M 0.01%
1,193,736
-354,826
1075
$34.7M 0.01%
190,803
-56,441
41 42
43
44 45