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
1101
$33.5M 0.01%
1,091,111
+6,187
1102
$33.4M 0.01%
472,252
+350,517
1103
$33.4M 0.01%
+2,376,830
1104
$33.3M 0.01%
3,768,621
+38,652
1105
$33.2M 0.01%
1,052,665
+276,599
1106
$33.2M 0.01%
1,681,289
+679,811
1107
$33.1M 0.01%
4,059,141
-1,186,659
1108
$33.1M 0.01%
1,137,604
-17,658
1109
$33.1M 0.01%
859,751
+182,062
1110
$33.1M 0.01%
504,972
+313,392
1111
$33.1M 0.01%
570,192
+193,467
1112
$33M 0.01%
393,406
+46,510
1113
$33M 0.01%
1,712,457
-276,906
1114
$32.9M 0.01%
1,650,630
+96,327
1115
$32.9M 0.01%
315,707
-25,077
1116
$32.9M 0.01%
643,717
+39,929
1117
$32.8M 0.01%
852,805
+92,707
1118
$32.8M 0.01%
3,159,420
+2,188,645
1119
$32.8M 0.01%
770,219
-512,544
1120
$32.7M 0.01%
2,429,202
-60,117
1121
$32.7M 0.01%
621,008
-804,826
1122
$32.7M 0.01%
952,985
+548,192
1123
$32.6M 0.01%
3,384,488
+364,301
1124
$32.6M 0.01%
1,254,726
+652,172
1125
$32.6M 0.01%
4,090,478
-186,152
43 44
45
46 47