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
1576
$17.9M 0.01%
526,952
+43,766
1577
$17.9M 0.01%
242,244
+67,670
1578
$17.9M 0.01%
750,924
+65,290
1579
$17.8M 0.01%
1,022,581
-79,431
1580
$17.8M 0.01%
116,461
-46,789
1581
$17.8M 0.01%
572,137
+59,700
1582
$17.8M 0.01%
272,928
+135,938
1583
$17.7M 0.01%
544,983
+72,957
1584
$17.7M 0.01%
308,038
+75,574
1585
$17.7M 0.01%
360,475
+49,929
1586
$17.7M 0.01%
1,242,648
+40,588
1587
$17.7M 0.01%
957,094
+36,109
1588
$17.7M 0.01%
348,639
+16,029
1589
$17.6M 0.01%
1,243,398
+254,501
1590
$17.6M 0.01%
724,623
-27,261
1591
$17.6M 0.01%
216,101
+15,732
1592
$17.6M 0.01%
751,857
+82,204
1593
$17.5M 0.01%
987,997
-8,737,514
1594
$17.5M 0.01%
129,969
+3,899
1595
$17.5M 0.01%
175,351
+99,784
1596
$17.5M 0.01%
2,648,868
+1,351,183
1597
$17.5M 0.01%
141,544
-38,350
1598
$17.5M 0.01%
276,350
+26,763
1599
$17.5M 0.01%
786,506
-797,118
1600
$17.4M 0.01%
594,711
+59,118
62 63
64
65 66