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
1801
$13.4M ﹤0.01%
373,236
-196,744
1802
$13.4M ﹤0.01%
746,560
+509,674
1803
$13.4M ﹤0.01%
6,139
+4,142
1804
$13.4M ﹤0.01%
838,740
+47,010
1805
$13.4M ﹤0.01%
175,543
-168,555
1806
$13.4M ﹤0.01%
245,853
-10,218
1807
$13.3M ﹤0.01%
252,862
-27,243
1808
$13.3M ﹤0.01%
126,543
-515,804
1809
$13.3M ﹤0.01%
440,727
+22,086
1810
$13.3M ﹤0.01%
299,611
+60,682
1811
$13.2M ﹤0.01%
1,928,724
+370,857
1812
$13.2M ﹤0.01%
768,321
+104,627
1813
$13.1M ﹤0.01%
241,644
-10,057
1814
$13.1M ﹤0.01%
273,572
+18,048
1815
$13.1M ﹤0.01%
604,101
-353,436
1816
$13.1M ﹤0.01%
52,446
+97
1817
$13.1M ﹤0.01%
498,995
-2,252
1818
$13.1M ﹤0.01%
330,083
-34,230
1819
$13M ﹤0.01%
161,684
-13,972
1820
$13M ﹤0.01%
332,186
-23,787
1821
$12.9M ﹤0.01%
245,210
-13,996
1822
$12.9M ﹤0.01%
428,218
+75,766
1823
$12.9M ﹤0.01%
253,659
+541
1824
$12.9M ﹤0.01%
403,276
+268,786
1825
$12.9M ﹤0.01%
325,599
+79,596
71 72
73
74 75