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
1876
$12.2M ﹤0.01%
962,525
+25,543
1877
$12.2M ﹤0.01%
315,704
-58,679
1878
$12.2M ﹤0.01%
363,156
-229,610
1879
$12.2M ﹤0.01%
301,336
-150,943
1880
$12.1M ﹤0.01%
300,015
+49,685
1881
$12.1M ﹤0.01%
254,956
+54,923
1882
$12.1M ﹤0.01%
43,175
+11,262
1883
$12.1M ﹤0.01%
805,124
+18,960
1884
$12.1M ﹤0.01%
190,526
+5,328
1885
$12.1M ﹤0.01%
335,762
+147,070
1886
$12.1M ﹤0.01%
334,590
+91,880
1887
$12.1M ﹤0.01%
483,401
+108,107
1888
$12.1M ﹤0.01%
378,210
+44,202
1889
$12.1M ﹤0.01%
353,730
+244,453
1890
$12.1M ﹤0.01%
1,037,121
+841,077
1891
$12.1M ﹤0.01%
10,550
+550
1892
$12M ﹤0.01%
569,528
-839,016
1893
$12M ﹤0.01%
455,262
+227,942
1894
$12M ﹤0.01%
491,028
-274,666
1895
$12M ﹤0.01%
220,004
-67,396
1896
$12M ﹤0.01%
267,684
-23,608
1897
$12M ﹤0.01%
109,735
-6,839
1898
$12M ﹤0.01%
734,698
+13,527
1899
$12M ﹤0.01%
361,677
+77,395
1900
$12M ﹤0.01%
229,112
+93,029
74 75
76
77 78