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
1226
$27.7M 0.01%
261,231
-53,500
1227
$27.7M 0.01%
2,122,479
+310,978
1228
$27.7M 0.01%
1,061,500
+88,659
1229
$27.6M 0.01%
313,807
-7,899
1230
$27.5M 0.01%
621,873
+63,959
1231
$27.4M 0.01%
2,388,003
+363,325
1232
$27.4M 0.01%
6,008,935
-113,307
1233
$27.4M 0.01%
262,664
-220,474
1234
$27.3M 0.01%
626,809
+240,249
1235
$27.3M 0.01%
377,752
+39,569
1236
$27.3M 0.01%
2,127,172
+159,950
1237
$27.3M 0.01%
1,345,642
+491,628
1238
$27.2M 0.01%
778,396
-362,477
1239
$27.2M 0.01%
503,839
-141,360
1240
$27.1M 0.01%
656,610
-342,565
1241
$27.1M 0.01%
204,933
-13,959
1242
$27.1M 0.01%
+1,574,443
1243
$27.1M 0.01%
1,970,847
+272,862
1244
$27M 0.01%
1,292,645
+368,438
1245
$27M 0.01%
659,504
+70,178
1246
$26.9M 0.01%
1,394,532
+1,008,976
1247
$26.9M 0.01%
2,039,489
-1,023,389
1248
$26.9M 0.01%
744,876
+359,851
1249
$26.8M 0.01%
495,740
-11,008
1250
$26.8M 0.01%
486,635
-254,753
48 49
50
51 52