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
1476
$20.2M 0.01%
154,303
+1,093
1477
$20.2M 0.01%
490,288
+203,945
1478
$20.2M 0.01%
272,159
-82,231
1479
$20.2M 0.01%
481,678
-79,290
1480
$20.1M 0.01%
2,339,517
+99,294
1481
$20.1M 0.01%
995,171
+511,975
1482
$20.1M 0.01%
1,648,676
-38,615
1483
$20.1M 0.01%
680,264
-17,665
1484
$20.1M 0.01%
285,702
+27,856
1485
$20M 0.01%
526,169
-277,513
1486
$20M 0.01%
1,074,282
+914,032
1487
$20M 0.01%
543,150
-18,630
1488
$20M 0.01%
1,151,653
+283,014
1489
$19.9M 0.01%
633,607
-381,552
1490
$19.9M 0.01%
659,420
-291,640
1491
$19.9M 0.01%
1,123,731
-11,584
1492
$19.9M 0.01%
794,887
+284,147
1493
$19.9M 0.01%
805,995
+83,723
1494
$19.9M 0.01%
1,573,820
-51,464
1495
$19.9M 0.01%
261,110
+200,042
1496
$19.8M 0.01%
268,309
-27,137
1497
$19.8M 0.01%
849,954
-40,199
1498
$19.8M 0.01%
362,102
+25,042
1499
$19.8M 0.01%
824,526
+120,346
1500
$19.8M 0.01%
752,569
-2,197
58 59
60
61 62