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
1426
$21.4M 0.01%
640,379
-299,745
1427
$21.4M 0.01%
393,402
+15,162
1428
$21.4M 0.01%
347,028
+130,587
1429
$21.3M 0.01%
278,642
+51,598
1430
$21.3M 0.01%
1,356,389
+29,832
1431
$21.3M 0.01%
453,807
+220,323
1432
$21.3M 0.01%
2,355,950
-208,800
1433
$21.2M 0.01%
474,618
+192,912
1434
$21.2M 0.01%
1,764,385
-21,142
1435
$21.2M 0.01%
416,861
+87,046
1436
$21.1M 0.01%
739,688
-85,259
1437
$21.1M 0.01%
639,012
+489,497
1438
$21M 0.01%
706,732
+362,114
1439
$21M 0.01%
2,854,327
+397,724
1440
$21M 0.01%
241,739
-84,298
1441
$21M 0.01%
482,812
+154,169
1442
$21M 0.01%
504,590
+93,440
1443
$21M 0.01%
866,046
+733,084
1444
$20.9M 0.01%
2,791,449
+1,990,022
1445
$20.9M 0.01%
908,066
-33,767
1446
$20.9M 0.01%
638,060
-67,369
1447
$20.9M 0.01%
1,335,413
+105,342
1448
$20.8M 0.01%
1,568,288
+50,909
1449
$20.8M 0.01%
532,700
-486,227
1450
$20.8M 0.01%
285,851
+62,342
56 57
58
59 60