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
2101
$9.61M ﹤0.01%
591,257
+25,231
2102
$9.6M ﹤0.01%
208,095
+6,613
2103
$9.59M ﹤0.01%
667,083
+187,164
2104
$9.59M ﹤0.01%
948,497
-8,260
2105
$9.59M ﹤0.01%
515,205
+67,082
2106
$9.58M ﹤0.01%
212,743
+54,312
2107
$9.58M ﹤0.01%
227,861
+32,818
2108
$9.57M ﹤0.01%
801,097
-34,797
2109
$9.57M ﹤0.01%
652,627
+101,147
2110
$9.56M ﹤0.01%
340,836
+9,506
2111
$9.56M ﹤0.01%
240,697
+12,624
2112
$9.55M ﹤0.01%
361,276
+125,308
2113
$9.54M ﹤0.01%
58,077
+4,159
2114
$9.53M ﹤0.01%
177,655
+92,180
2115
$9.53M ﹤0.01%
771,300
+187,504
2116
$9.51M ﹤0.01%
1,278,561
-185,633
2117
$9.49M ﹤0.01%
381,539
-167,793
2118
$9.48M ﹤0.01%
292,593
+98,275
2119
$9.48M ﹤0.01%
+188,000
2120
$9.48M ﹤0.01%
292,130
+43,865
2121
$9.44M ﹤0.01%
182,218
-261,902
2122
$9.43M ﹤0.01%
1,506,329
+99,765
2123
$9.42M ﹤0.01%
505,506
+143,870
2124
$9.38M ﹤0.01%
1,351,987
-97,478
2125
$9.37M ﹤0.01%
394,765
-246,705