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
2026
$10.4M ﹤0.01%
103,902
+28,685
2027
$10.4M ﹤0.01%
101,887
-9,556
2028
$10.4M ﹤0.01%
309,527
+104,418
2029
$10.4M ﹤0.01%
1,630,410
+66,572
2030
$10.4M ﹤0.01%
1,045,264
+86,548
2031
$10.4M ﹤0.01%
454,772
-329,397
2032
$10.3M ﹤0.01%
184,446
+32,768
2033
$10.3M ﹤0.01%
564,720
-58,509
2034
$10.3M ﹤0.01%
408,695
-594,473
2035
$10.3M ﹤0.01%
485,465
+97,690
2036
$10.3M ﹤0.01%
216,532
+12,800
2037
$10.3M ﹤0.01%
748,112
-74,434
2038
$10.3M ﹤0.01%
560,956
-97,560
2039
$10.3M ﹤0.01%
131,208
+94,534
2040
$10.2M ﹤0.01%
119,226
-118,206
2041
$10.2M ﹤0.01%
395,248
+2,649
2042
$10.2M ﹤0.01%
430,147
+30,277
2043
$10.2M ﹤0.01%
813,745
+133,946
2044
$10.2M ﹤0.01%
127,956
+35,397
2045
$10.2M ﹤0.01%
304,238
-110,531
2046
$10.2M ﹤0.01%
187,738
+10,185
2047
$10.2M ﹤0.01%
476,697
-6,734
2048
$10.2M ﹤0.01%
204,225
-2,616
2049
$10.2M ﹤0.01%
371,528
+52,040
2050
$10.1M ﹤0.01%
809,498
+40,262
80 81
82
83 84