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
2201
$8.57M ﹤0.01%
298,596
+42,001
2202
$8.57M ﹤0.01%
275,465
+75,398
2203
$8.57M ﹤0.01%
724,475
-342,215
2204
$8.57M ﹤0.01%
193,761
+50,134
2205
$8.57M ﹤0.01%
556,659
+231,714
2206
$8.56M ﹤0.01%
348,884
-13,840
2207
$8.56M ﹤0.01%
354,254
+78,354
2208
$8.55M ﹤0.01%
130,163
+64,992
2209
$8.55M ﹤0.01%
167,405
+133,753
2210
$8.54M ﹤0.01%
434,492
-238,350
2211
$8.54M ﹤0.01%
510,918
-25,867
2212
$8.54M ﹤0.01%
226,559
+81,366
2213
$8.53M ﹤0.01%
100,015
-169,309
2214
$8.53M ﹤0.01%
571,871
+98,095
2215
$8.52M ﹤0.01%
99,450
+40,664
2216
$8.51M ﹤0.01%
93,724
-139,776
2217
$8.51M ﹤0.01%
549,666
-755,506
2218
$8.51M ﹤0.01%
883,371
+207,753
2219
$8.5M ﹤0.01%
231,791
+212,502
2220
$8.49M ﹤0.01%
209,076
-9,989
2221
$8.46M ﹤0.01%
155,742
+20,643
2222
$8.46M ﹤0.01%
593,419
-49,642
2223
$8.46M ﹤0.01%
608,613
+435,704
2224
$8.44M ﹤0.01%
381,825
+39,430
2225
$8.43M ﹤0.01%
489,530
-664,952