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
201
$326M 0.11%
4,383,735
-525,698
202
$324M 0.11%
2,328,480
+474,222
203
$323M 0.11%
1,849,230
-200,477
204
$323M 0.11%
9,860,210
+4,234,201
205
$322M 0.11%
4,428,034
-280,646
206
$320M 0.11%
4,890,489
-117,714
207
$320M 0.11%
6,328,281
-1,645,295
208
$320M 0.11%
11,168,472
+1,807,733
209
$315M 0.11%
1,696,463
-18,021
210
$315M 0.11%
5,471,313
-370,237
211
$314M 0.11%
4,253,823
+89,282
212
$313M 0.11%
2,254,240
+266,572
213
$309M 0.11%
1,978,710
-290,734
214
$308M 0.11%
36,421,007
+408,279
215
$308M 0.11%
3,631,886
+294,315
216
$305M 0.11%
6,913,884
-6,428,495
217
$305M 0.11%
3,651,735
+37,553
218
$305M 0.11%
8,345,771
+424,665
219
$302M 0.1%
9,482,374
+1,385,186
220
$301M 0.1%
3,950,273
-570,160
221
$298M 0.1%
7,031,876
+188,980
222
$297M 0.1%
3,685,858
-495,383
223
$293M 0.1%
6,626,812
+770,771
224
$293M 0.1%
4,965,815
+461,703
225
$293M 0.1%
8,026,337
+62,455
7 8
9
10 11