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
1276
$25.9M 0.01%
846,301
+500,569
1277
$25.9M 0.01%
1,071,880
-1,035,833
1278
$25.9M 0.01%
542,418
+97,612
1279
$25.8M 0.01%
608,008
-76,642
1280
$25.7M 0.01%
855,798
+476,557
1281
$25.6M 0.01%
149,761
-122,051
1282
$25.6M 0.01%
868,190
-23,432
1283
$25.6M 0.01%
332,125
+248,431
1284
$25.6M 0.01%
199,233
-51,080
1285
$25.6M 0.01%
1,662,648
+468,936
1286
$25.5M 0.01%
595,463
-368,604
1287
$25.5M 0.01%
107,821
+21,896
1288
$25.5M 0.01%
1,148,622
+1,133,436
1289
$25.5M 0.01%
+1,031,638
1290
$25.5M 0.01%
771,762
+164,538
1291
$25.4M 0.01%
1,335,195
-1,373,254
1292
$25.4M 0.01%
225,577
+17,102
1293
$25.3M 0.01%
387,470
+188,360
1294
$25.3M 0.01%
203,381
+177,030
1295
$25.3M 0.01%
3,088,114
-796,447
1296
$25.2M 0.01%
1,926,734
+233,515
1297
$25.2M 0.01%
1,039,235
+503,322
1298
$25.2M 0.01%
252,372
-350,462
1299
$25.1M 0.01%
675,885
-466,087
1300
$25.1M 0.01%
539,101
+427,609
50 51
52
53 54