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
1201
$28.7M 0.01%
791,625
-103,282
1202
$28.6M 0.01%
1,028,550
-81,599
1203
$28.5M 0.01%
1,250,201
+90,888
1204
$28.5M 0.01%
466,403
+11,303
1205
$28.5M 0.01%
546,583
-262,223
1206
$28.5M 0.01%
569,328
+413,041
1207
$28.4M 0.01%
1,205,371
-6,250
1208
$28.4M 0.01%
1,363,009
+531,362
1209
$28.4M 0.01%
3,746,626
-2,072,234
1210
$28.2M 0.01%
1,304,944
+153,562
1211
$28.1M 0.01%
2,343,210
+177,954
1212
$28.1M 0.01%
1,853,909
+210,861
1213
$28.1M 0.01%
197,724
+48,380
1214
$28.1M 0.01%
1,268,605
+377,411
1215
$28.1M 0.01%
1,109,368
+296,796
1216
$28M 0.01%
1,920,387
+27,592
1217
$28M 0.01%
1,505,068
-100,206
1218
$27.9M 0.01%
242,372
-48,295
1219
$27.9M 0.01%
434,749
-130,885
1220
$27.8M 0.01%
1,602,419
+78,047
1221
$27.8M 0.01%
1,717,027
+49,925
1222
$27.8M 0.01%
422,376
+111,384
1223
$27.8M 0.01%
644,742
+235,414
1224
$27.8M 0.01%
1,320,134
+3,983
1225
$27.7M 0.01%
1,540,187
+738,448
47 48
49
50 51