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
1926
$11.6M ﹤0.01%
153,609
+8,683
1927
$11.6M ﹤0.01%
401,306
-703,561
1928
$11.6M ﹤0.01%
126,700
+52,732
1929
$11.6M ﹤0.01%
392,518
+212,214
1930
$11.6M ﹤0.01%
34,700
+6,362
1931
$11.5M ﹤0.01%
771,706
+27,402
1932
$11.5M ﹤0.01%
1,312,288
-31,193
1933
$11.5M ﹤0.01%
863,467
+70,845
1934
$11.5M ﹤0.01%
484,512
+55,079
1935
$11.5M ﹤0.01%
983,907
-1,599,301
1936
$11.5M ﹤0.01%
404,049
-180,541
1937
$11.5M ﹤0.01%
345,035
+6,884
1938
$11.5M ﹤0.01%
275,056
+89,560
1939
$11.5M ﹤0.01%
727,505
-85,757
1940
$11.4M ﹤0.01%
111,849
-10,235
1941
$11.4M ﹤0.01%
893,708
-93,103
1942
$11.4M ﹤0.01%
216,362
-42,156
1943
$11.4M ﹤0.01%
635,359
-170,083
1944
$11.4M ﹤0.01%
260,846
-146,525
1945
$11.4M ﹤0.01%
995,133
-206,753
1946
$11.4M ﹤0.01%
267,394
-7,592
1947
$11.3M ﹤0.01%
460,667
+17,870
1948
$11.3M ﹤0.01%
370,817
+74,976
1949
$11.3M ﹤0.01%
89,050
-18,150
1950
$11.3M ﹤0.01%
719,968
+176,220
76 77
78
79 80