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
1851
$12.6M ﹤0.01%
338,427
-221,609
1852
$12.6M ﹤0.01%
1,406,320
-66,180
1853
$12.6M ﹤0.01%
549,515
+52
1854
$12.6M ﹤0.01%
639,892
+278,339
1855
$12.6M ﹤0.01%
506,418
-24,000
1856
$12.6M ﹤0.01%
494,108
-38,902
1857
$12.5M ﹤0.01%
181,331
+56,328
1858
$12.5M ﹤0.01%
279,581
+150,927
1859
$12.5M ﹤0.01%
1,106,426
+128,709
1860
$12.4M ﹤0.01%
167,385
+42,390
1861
$12.4M ﹤0.01%
53,083
+20,786
1862
$12.4M ﹤0.01%
114,790
-39,336
1863
$12.3M ﹤0.01%
101,130
-1,549
1864
$12.3M ﹤0.01%
404,357
-290,289
1865
$12.3M ﹤0.01%
64,897
+41,969
1866
$12.3M ﹤0.01%
236,262
-162,169
1867
$12.3M ﹤0.01%
542,904
-40,743
1868
$12.3M ﹤0.01%
848,926
+62,604
1869
$12.3M ﹤0.01%
1,139,860
+33,441
1870
$12.3M ﹤0.01%
387,878
-92,287
1871
$12.3M ﹤0.01%
354,020
-20,806
1872
$12.2M ﹤0.01%
190,378
-22,346
1873
$12.2M ﹤0.01%
326,762
-2,635
1874
$12.2M ﹤0.01%
516,992
-340,552
1875
$12.2M ﹤0.01%
219,934
-97,912
73 74
75
76 77