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
1601
$17.4M 0.01%
470,548
+92,692
1602
$17.4M 0.01%
597,123
+61,304
1603
$17.4M 0.01%
437,979
-193,214
1604
$17.4M 0.01%
994,505
-106,500
1605
$17.4M 0.01%
601,584
+326,031
1606
$17.3M 0.01%
1,535,080
+25,280
1607
$17.3M 0.01%
993,425
-51,222
1608
$17.3M 0.01%
1,077,624
-2,219,193
1609
$17.2M 0.01%
470,410
+57,990
1610
$17.2M 0.01%
273,248
-350,184
1611
$17.2M 0.01%
540,023
-234,144
1612
$17.2M 0.01%
675,242
-73,340
1613
$17.2M 0.01%
186,307
+58,695
1614
$17.2M 0.01%
650,035
+3,048
1615
$17.2M 0.01%
1,044,613
+595,383
1616
$17.1M 0.01%
118,965
+53,844
1617
$17.1M 0.01%
447,977
+86,755
1618
$17.1M 0.01%
2,018,474
+973,292
1619
$17M 0.01%
405,933
+33,753
1620
$17M 0.01%
428,643
+186,790
1621
$17M 0.01%
541,783
+7,087
1622
$17M 0.01%
746,277
+209,094
1623
$17M 0.01%
1,016,373
+23,969
1624
$16.9M 0.01%
314,930
+91,373
1625
$16.9M 0.01%
308,269
+178,225
63 64
65
66 67