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
2151
$9.09M ﹤0.01%
1,519,991
+630,624
2152
$9.09M ﹤0.01%
323,154
+26,549
2153
$9.08M ﹤0.01%
201,687
-14,189
2154
$9.07M ﹤0.01%
753,006
+17,857
2155
$9.07M ﹤0.01%
879,758
+72,458
2156
$9.07M ﹤0.01%
317,922
+49,950
2157
$9.06M ﹤0.01%
150,378
-70,717
2158
$9.06M ﹤0.01%
485,518
-37,710
2159
$9.04M ﹤0.01%
38,034
-29,983
2160
$9.03M ﹤0.01%
171,497
+71,527
2161
$9.01M ﹤0.01%
195,380
+63,705
2162
$8.99M ﹤0.01%
673,136
+8,606
2163
$8.99M ﹤0.01%
253,742
+63,276
2164
$8.99M ﹤0.01%
268,339
+17,124
2165
$8.99M ﹤0.01%
228,335
+158,742
2166
$8.98M ﹤0.01%
581,891
-396,753
2167
$8.98M ﹤0.01%
614,475
-28,018
2168
$8.97M ﹤0.01%
681,716
+26,334
2169
$8.93M ﹤0.01%
833,922
-2,409
2170
$8.91M ﹤0.01%
1,200,240
+227,180
2171
$8.88M ﹤0.01%
2,295,727
+310,585
2172
$8.88M ﹤0.01%
971,634
+132,697
2173
$8.87M ﹤0.01%
392,657
+100,112
2174
$8.85M ﹤0.01%
874,160
+211,195
2175
$8.83M ﹤0.01%
268,503
+29,098