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
1126
$32.5M 0.01%
492,853
+253,836
1127
$32.5M 0.01%
895,551
-527,339
1128
$32.5M 0.01%
6,355,008
+2,997,376
1129
$32.5M 0.01%
836,835
+91,080
1130
$32.5M 0.01%
1,438,381
+195,919
1131
$32.4M 0.01%
285,935
+37,954
1132
$32.4M 0.01%
460,487
+11,753
1133
$32.3M 0.01%
726,684
+297,004
1134
$32.3M 0.01%
553,097
-16,993
1135
$32.3M 0.01%
499,926
-47,233
1136
$32.3M 0.01%
995,409
-495,831
1137
$32.2M 0.01%
741,173
+64,690
1138
$32.2M 0.01%
541,212
+9,744
1139
$32.2M 0.01%
1,743,892
+992,590
1140
$32.1M 0.01%
1,048,860
+90,580
1141
$32M 0.01%
2,279,490
-79,895
1142
$32M 0.01%
662,073
+133,425
1143
$31.9M 0.01%
401,623
+165,734
1144
$31.8M 0.01%
537,377
+88,564
1145
$31.6M 0.01%
1,394,920
-669,237
1146
$31.5M 0.01%
962,995
+133,904
1147
$31.5M 0.01%
2,276,698
+133,787
1148
$31.5M 0.01%
717,322
+180,112
1149
$31.4M 0.01%
1,829,438
-128,990
1150
$31.4M 0.01%
1,187,020
+98,145
44 45
46
47 48