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
1376
$22.6M 0.01%
913,308
-35,708
1377
$22.6M 0.01%
677,620
+240,010
1378
$22.6M 0.01%
1,006,040
-445,148
1379
$22.6M 0.01%
615,164
-33,049
1380
$22.5M 0.01%
1,775,357
+1,535,608
1381
$22.5M 0.01%
757,451
+1,713
1382
$22.5M 0.01%
616,180
+375,086
1383
$22.5M 0.01%
500,997
-105,844
1384
$22.5M 0.01%
3,063,169
+345,774
1385
$22.5M 0.01%
695,058
-151,443
1386
$22.4M 0.01%
1,238,039
+302,586
1387
$22.4M 0.01%
1,609,212
+20,612
1388
$22.4M 0.01%
477,637
+108,052
1389
$22.3M 0.01%
459,900
-189,324
1390
$22.2M 0.01%
636,427
+54,932
1391
$22.2M 0.01%
1,570,390
-2,740
1392
$22.2M 0.01%
205,129
-65,474
1393
$22.2M 0.01%
465,865
-52,924
1394
$22.2M 0.01%
588,056
+26,328
1395
$22.2M 0.01%
322,312
-49,362
1396
$22.1M 0.01%
432,752
-55,908
1397
$22.1M 0.01%
778,713
+393,790
1398
$22M 0.01%
443,253
+25,660
1399
$22M 0.01%
1,554,699
+1,187,436
1400
$22M 0.01%
2,040,273
-267,363
54 55
56
57 58