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
1951
$11.3M ﹤0.01%
449,264
+23,586
1952
$11.3M ﹤0.01%
586,115
-323,137
1953
$11.2M ﹤0.01%
702,558
+168,005
1954
$11.2M ﹤0.01%
868,935
+756
1955
$11.2M ﹤0.01%
1,044,629
+27,266
1956
$11.2M ﹤0.01%
272,762
+25,697
1957
$11.2M ﹤0.01%
187,786
+7,036
1958
$11.2M ﹤0.01%
268,784
-387,202
1959
$11.1M ﹤0.01%
874,074
+623,283
1960
$11.1M ﹤0.01%
167,535
+4,737
1961
$11.1M ﹤0.01%
197,988
-96,672
1962
$11.1M ﹤0.01%
209,766
+12,391
1963
$11.1M ﹤0.01%
166,402
+19,851
1964
$11.1M ﹤0.01%
248,756
+65,595
1965
$11.1M ﹤0.01%
6,412,519
-837,713
1966
$11.1M ﹤0.01%
+426,177
1967
$11.1M ﹤0.01%
1,060,966
-15,137
1968
$11.1M ﹤0.01%
109,000
1969
$11.1M ﹤0.01%
264,057
-26,236
1970
$11.1M ﹤0.01%
448,380
-17,240
1971
$11M ﹤0.01%
688,526
-715,520
1972
$11M ﹤0.01%
840,713
-545,337
1973
$11M ﹤0.01%
499,422
-147,921
1974
$11M ﹤0.01%
281,285
+104,262
1975
$11M ﹤0.01%
407,056
+45,161
77 78
79
80 81