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
1251
$26.8M 0.01%
1,835,851
-13,303
1252
$26.8M 0.01%
600,630
-352,012
1253
$26.8M 0.01%
1,343,323
-713,185
1254
$26.7M 0.01%
1,258,099
+97,843
1255
$26.7M 0.01%
599,154
-287,283
1256
$26.7M 0.01%
786,007
+391,053
1257
$26.7M 0.01%
911,591
-560,974
1258
$26.6M 0.01%
2,183,386
-370,000
1259
$26.6M 0.01%
874,782
-366,006
1260
$26.5M 0.01%
3,258,853
+113,839
1261
$26.4M 0.01%
1,076,812
+109,605
1262
$26.4M 0.01%
622,694
-30,853
1263
$26.3M 0.01%
251,602
-32,764
1264
$26.3M 0.01%
617,075
-745,251
1265
$26.3M 0.01%
636,399
-782
1266
$26.3M 0.01%
1,158,162
+501,750
1267
$26.3M 0.01%
3,292,988
-106,192
1268
$26.2M 0.01%
491,100
-177,747
1269
$26.2M 0.01%
1,150,828
+50,395
1270
$26.2M 0.01%
1,129,506
+7,430
1271
$26.1M 0.01%
5,313,331
-308,297
1272
$26.1M 0.01%
1,257,676
+283,034
1273
$26.1M 0.01%
1,701,730
-97,306
1274
$26M 0.01%
1,043,822
+106,052
1275
$26M 0.01%
831,105
+143,511
49 50
51
52 53