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
1351
$23.3M 0.01%
371,947
+290,965
1352
$23.3M 0.01%
205,248
-235,762
1353
$23.3M 0.01%
396,803
+395,444
1354
$23.2M 0.01%
862,920
-16,747
1355
$23.2M 0.01%
503,867
+22,578
1356
$23.2M 0.01%
1,096,737
+228,087
1357
$23.2M 0.01%
2,352,615
+1,532,652
1358
$23.2M 0.01%
469,606
+153,826
1359
$23.2M 0.01%
567,669
+100,930
1360
$23.1M 0.01%
482,292
+278,031
1361
$23.1M 0.01%
1,069,506
-145,725
1362
$23M 0.01%
579,084
+99,198
1363
$23M 0.01%
1,427,299
+597,104
1364
$22.9M 0.01%
586,737
+65,040
1365
$22.9M 0.01%
325,508
+3,512
1366
$22.9M 0.01%
598,352
-221,301
1367
$22.9M 0.01%
207,480
+23,215
1368
$22.9M 0.01%
328,157
+27,437
1369
$22.8M 0.01%
504,251
-932,596
1370
$22.7M 0.01%
181,995
+50,620
1371
$22.7M 0.01%
548,175
-27,291
1372
$22.7M 0.01%
317,609
+44,570
1373
$22.7M 0.01%
465,670
+23,397
1374
$22.7M 0.01%
1,348,775
+1,256,129
1375
$22.6M 0.01%
754,606
-152,622