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
1626
$16.9M 0.01%
797,339
+69,861
1627
$16.9M 0.01%
347,086
+135,970
1628
$16.9M 0.01%
381,237
+157,670
1629
$16.8M 0.01%
1,242,421
+45,908
1630
$16.8M 0.01%
1,213,065
-433,428
1631
$16.8M 0.01%
1,269,455
+7,193
1632
$16.8M 0.01%
418,909
+215,353
1633
$16.7M 0.01%
385,926
+78,385
1634
$16.7M 0.01%
2,586,587
+116,842
1635
$16.7M 0.01%
1,440,066
-425,364
1636
$16.7M 0.01%
528,839
+192,670
1637
$16.7M 0.01%
1,072,278
-123,743
1638
$16.6M 0.01%
942,272
+18,686
1639
$16.6M 0.01%
292,360
-25,460
1640
$16.6M 0.01%
743,573
+637,181
1641
$16.6M 0.01%
409,284
-102,027
1642
$16.6M 0.01%
75,989
-73,405
1643
$16.6M 0.01%
1,211,475
+568,941
1644
$16.6M 0.01%
444,139
-3,275
1645
$16.5M 0.01%
145,209
+77,006
1646
$16.5M 0.01%
405,848
+14,823
1647
$16.5M 0.01%
319,414
-918,426
1648
$16.5M 0.01%
235,554
-1,137,749
1649
$16.5M 0.01%
303,321
+152,548
1650
$16.4M 0.01%
642,647
-822,253