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
1526
$18.9M 0.01%
2,195,056
+696,383
1527
$18.9M 0.01%
772,060
+283,758
1528
$18.9M 0.01%
608,222
-543,466
1529
$18.8M 0.01%
26,094
+9,144
1530
$18.8M 0.01%
5,196,816
+1,596,412
1531
$18.8M 0.01%
879,436
+242,085
1532
$18.7M 0.01%
297,275
+74,131
1533
$18.7M 0.01%
162,558
+11,626
1534
$18.7M 0.01%
1,128,728
-110,356
1535
$18.7M 0.01%
584,161
+201,834
1536
$18.7M 0.01%
772,161
-26,405
1537
$18.7M 0.01%
326,538
-3,774
1538
$18.6M 0.01%
109,030
-32,263
1539
$18.6M 0.01%
998,529
+3,629
1540
$18.6M 0.01%
1,537,650
+220,375
1541
$18.6M 0.01%
366,928
+11,464
1542
$18.6M 0.01%
165,560
-22,898
1543
$18.6M 0.01%
538,728
-490,876
1544
$18.5M 0.01%
206,259
+16,290
1545
$18.5M 0.01%
497,286
+272,280
1546
$18.5M 0.01%
71,154
-1,629
1547
$18.5M 0.01%
166,776
-21,165
1548
$18.5M 0.01%
488,712
+238,903
1549
$18.5M 0.01%
525,869
+271,924
1550
$18.5M 0.01%
805,733
+214,854
60 61
62
63 64