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
1301
$25.1M 0.01%
306,269
-15,030
1302
$25M 0.01%
454,337
-158,013
1303
$25M 0.01%
18,633
+10,689
1304
$24.9M 0.01%
1,790,811
+574,143
1305
$24.9M 0.01%
1,192,262
+527,483
1306
$24.9M 0.01%
413,213
-59,273
1307
$24.9M 0.01%
710,831
+93,604
1308
$24.8M 0.01%
1,380,415
-841,370
1309
$24.8M 0.01%
759,471
-32,405
1310
$24.7M 0.01%
768,793
-261,749
1311
$24.7M 0.01%
535,697
+227,041
1312
$24.6M 0.01%
1,073,667
-207,430
1313
$24.5M 0.01%
216,109
+27,525
1314
$24.5M 0.01%
1,341,477
+471,785
1315
$24.5M 0.01%
510,976
+348,475
1316
$24.5M 0.01%
432,894
+27,044
1317
$24.4M 0.01%
544,419
+101,928
1318
$24.4M 0.01%
267,018
-5,053
1319
$24.4M 0.01%
703,632
-163,922
1320
$24.3M 0.01%
196,652
-16,436
1321
$24.3M 0.01%
100,493
-3,354
1322
$24.2M 0.01%
1,036,960
+51,570
1323
$24.2M 0.01%
734,487
-359,619
1324
$24.2M 0.01%
37,226
-16,462
1325
$24.1M 0.01%
1,510,402
+853,915
51 52
53
54 55