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
1676
$15.8M 0.01%
1,096,827
+157,564
1677
$15.8M 0.01%
391,641
+105,540
1678
$15.7M 0.01%
390,930
+211,682
1679
$15.7M 0.01%
394,746
+36,069
1680
$15.6M 0.01%
614,191
+25,071
1681
$15.6M 0.01%
899,510
+402,791
1682
$15.6M 0.01%
+157,543
1683
$15.6M 0.01%
97,249
+15,421
1684
$15.6M 0.01%
1,188,026
-34,445
1685
$15.6M 0.01%
692,563
+10,532
1686
$15.6M 0.01%
936,095
-455,493
1687
$15.6M 0.01%
235,054
+62,732
1688
$15.6M 0.01%
754,750
-586,683
1689
$15.5M 0.01%
731,743
+59,544
1690
$15.5M 0.01%
1,956,462
-303,294
1691
$15.5M 0.01%
400,150
+75,755
1692
$15.5M 0.01%
124,650
+52,995
1693
$15.5M 0.01%
677,832
+325,764
1694
$15.4M 0.01%
492,607
-11,386
1695
$15.4M 0.01%
34,616
+10,361
1696
$15.4M 0.01%
280,998
+43,409
1697
$15.3M 0.01%
559,414
+250,249
1698
$15.3M 0.01%
384,878
+347,133
1699
$15.3M 0.01%
265,385
-80,434
1700
$15.3M 0.01%
1,424,867
+34,680
66 67
68
69 70