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
1501
$19.8M 0.01%
314,899
+170,711
1502
$19.6M 0.01%
57,463
+4,953
1503
$19.6M 0.01%
607,398
-15,007
1504
$19.5M 0.01%
433,223
+131,045
1505
$19.5M 0.01%
735,640
+101,065
1506
$19.5M 0.01%
588,215
+160,335
1507
$19.4M 0.01%
453,125
+59,702
1508
$19.4M 0.01%
980,276
+64,760
1509
$19.4M 0.01%
1,079,654
+28,452
1510
$19.4M 0.01%
443,402
+100,018
1511
$19.3M 0.01%
328,383
+23,502
1512
$19.3M 0.01%
111,969
+2,479
1513
$19.3M 0.01%
412,630
-62,713
1514
$19.3M 0.01%
378,701
-47,187
1515
$19.3M 0.01%
530,392
-15,627,754
1516
$19.2M 0.01%
1,276,194
-2,535,192
1517
$19.1M 0.01%
346,460
-34,064
1518
$19.1M 0.01%
549,501
+190,885
1519
$19.1M 0.01%
330,326
-118,298
1520
$19.1M 0.01%
877,329
-123,755
1521
$19M 0.01%
314,382
-197,064
1522
$19M 0.01%
1,166,289
-564,036
1523
$19M 0.01%
1,059,227
+386,254
1524
$19M 0.01%
330,710
+101,147
1525
$18.9M 0.01%
407,101
+111,805
59 60
61
62 63