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
1151
$31.4M 0.01%
2,626,442
-274,173
1152
$31.3M 0.01%
896,607
+28,989
1153
$31.3M 0.01%
1,012,869
-33,176
1154
$31.2M 0.01%
250,033
-51,459
1155
$31.1M 0.01%
483,933
+125,847
1156
$30.9M 0.01%
3,651,743
+96,963
1157
$30.8M 0.01%
1,096,683
-38,375
1158
$30.8M 0.01%
761,442
-1,215,136
1159
$30.7M 0.01%
1,344,537
-444,864
1160
$30.7M 0.01%
2,170,184
-1,219,373
1161
$30.7M 0.01%
1,236,345
+113,244
1162
$30.7M 0.01%
288,376
+247,735
1163
$30.7M 0.01%
2,195,367
+132,616
1164
$30.5M 0.01%
314,606
+91,093
1165
$30.5M 0.01%
362,639
+82,743
1166
$30.5M 0.01%
84,099
-49,051
1167
$30.4M 0.01%
1,401,474
-171,080
1168
$30.4M 0.01%
382,300
-243,535
1169
$30.3M 0.01%
1,884,949
+724,529
1170
$30.3M 0.01%
956,181
-67,940
1171
$30.3M 0.01%
1,277,194
-185,480
1172
$30.2M 0.01%
1,997,262
+79,686
1173
$30.1M 0.01%
963,120
+575,943
1174
$30.1M 0.01%
1,028,574
-24,251
1175
$30.1M 0.01%
968,030
-119,852
45 46
47
48 49