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
1401
$22M 0.01%
482,331
-43,811
1402
$22M 0.01%
1,253,887
-52,284
1403
$22M 0.01%
216,499
-29,037
1404
$22M 0.01%
865,738
+511,946
1405
$21.9M 0.01%
315,818
-14,500
1406
$21.9M 0.01%
615,734
+133,049
1407
$21.8M 0.01%
904,229
+4,282
1408
$21.8M 0.01%
57,626
+675
1409
$21.8M 0.01%
1,209,398
+50,064
1410
$21.7M 0.01%
840,576
+95,047
1411
$21.7M 0.01%
540,227
+53,035
1412
$21.7M 0.01%
191,744
-78,548
1413
$21.7M 0.01%
507,452
+8,802
1414
$21.7M 0.01%
273,037
-451,050
1415
$21.7M 0.01%
1,205,988
-75,140
1416
$21.6M 0.01%
231,249
-27,756
1417
$21.6M 0.01%
1,399,055
-116,871
1418
$21.6M 0.01%
1,512,816
-619,762
1419
$21.6M 0.01%
1,218,266
+18,426
1420
$21.6M 0.01%
846,100
1421
$21.5M 0.01%
645,290
-267,766
1422
$21.5M 0.01%
1,637,690
+73,635
1423
$21.5M 0.01%
470,636
+46,512
1424
$21.5M 0.01%
1,059,258
+46,761
1425
$21.4M 0.01%
384,639
-10,948
55 56
57
58 59