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
1551
$18.5M 0.01%
1,457,511
+36,397
1552
$18.5M 0.01%
836,361
-547,482
1553
$18.4M 0.01%
298,214
-26,887
1554
$18.4M 0.01%
+748,192
1555
$18.3M 0.01%
1,708,017
-11,462
1556
$18.3M 0.01%
300,532
+152,794
1557
$18.3M 0.01%
280,095
-114,912
1558
$18.3M 0.01%
1,979,711
+49,343
1559
$18.2M 0.01%
1,163,524
+146,856
1560
$18.2M 0.01%
1,839,318
+562,306
1561
$18.2M 0.01%
10,094
+990
1562
$18.1M 0.01%
3,544,139
+569,987
1563
$18.1M 0.01%
265,000
1564
$18.1M 0.01%
+410,000
1565
$18.1M 0.01%
412,437
+214,175
1566
$18.1M 0.01%
641,258
+76,038
1567
$18.1M 0.01%
291,311
-159,164
1568
$18.1M 0.01%
493,314
+14,602
1569
$18.1M 0.01%
293,270
-10,263
1570
$18M 0.01%
414,855
+194,488
1571
$18M 0.01%
810,220
-6,037
1572
$18M 0.01%
1,414,579
+110,801
1573
$18M 0.01%
121,837
-5,264
1574
$17.9M 0.01%
534,705
+137,779
1575
$17.9M 0.01%
302,907
+63,634
61 62
63
64 65