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
2176
$8.8M ﹤0.01%
406,456
-75,737
2177
$8.79M ﹤0.01%
354,413
+77,656
2178
$8.78M ﹤0.01%
237,399
+50,548
2179
$8.76M ﹤0.01%
124,535
-184,365
2180
$8.76M ﹤0.01%
304,320
-15,715
2181
$8.73M ﹤0.01%
365,589
+133,595
2182
$8.72M ﹤0.01%
127,596
-19,202
2183
$8.72M ﹤0.01%
140,032
+53,185
2184
$8.71M ﹤0.01%
473,313
-102,510
2185
$8.71M ﹤0.01%
315,475
-161,537
2186
$8.7M ﹤0.01%
423,853
-1,845,217
2187
$8.7M ﹤0.01%
1,358,723
-43,976
2188
$8.67M ﹤0.01%
324,265
-37,302
2189
$8.65M ﹤0.01%
142,962
-73,721
2190
$8.65M ﹤0.01%
652,323
+150,897
2191
$8.65M ﹤0.01%
1,730,042
+485,789
2192
$8.64M ﹤0.01%
273,548
-6,035
2193
$8.63M ﹤0.01%
378,160
+20,895
2194
$8.63M ﹤0.01%
180,564
-24,767
2195
$8.62M ﹤0.01%
141,538
-1,454
2196
$8.62M ﹤0.01%
757,563
-332,912
2197
$8.62M ﹤0.01%
106,093
+23,786
2198
$8.61M ﹤0.01%
343,667
+34,651
2199
$8.6M ﹤0.01%
112,632
-237,140
2200
$8.59M ﹤0.01%
98,003
-10,325