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
1726
$14.8M 0.01%
957,953
+547,999
1727
$14.8M 0.01%
1,054,744
-77,578
1728
$14.8M 0.01%
120,137
+47,582
1729
$14.8M 0.01%
230,013
-89,117
1730
$14.8M 0.01%
228,900
+74,133
1731
$14.7M 0.01%
619,607
-3,854
1732
$14.7M 0.01%
346,084
+52,220
1733
$14.7M 0.01%
434,328
+113,156
1734
$14.7M 0.01%
208,821
+113,791
1735
$14.7M 0.01%
409,844
+1,760
1736
$14.7M 0.01%
555,605
+20,146
1737
$14.6M 0.01%
464,249
-6,493
1738
$14.6M 0.01%
251,212
+146,785
1739
$14.6M 0.01%
185,509
-26,176
1740
$14.6M 0.01%
488,364
-16,578
1741
$14.5M 0.01%
28,907,440
-11,286,280
1742
$14.5M 0.01%
144,678
+48,187
1743
$14.5M 0.01%
62,299
+23,477
1744
$14.4M 0.01%
311,829
+116,927
1745
$14.4M 0.01%
1,026,598
-51,341
1746
$14.4M 0.01%
156,210
-181,756
1747
$14.4M 0.01%
322,686
+317,906
1748
$14.4M 0.01%
231,067
-91,065
1749
$14.4M 0.01%
115,607
+11,326
1750
$14.4M 0.01%
625,646
-981
68 69
70
71 72