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
2251
$8.24M ﹤0.01%
150,405
+36,830
2252
$8.24M ﹤0.01%
183,142
+2,858
2253
$8.23M ﹤0.01%
559,418
-196,668
2254
$8.23M ﹤0.01%
389,737
-49,840
2255
$8.23M ﹤0.01%
236,619
-62,920
2256
$8.21M ﹤0.01%
496,336
+113,827
2257
$8.21M ﹤0.01%
657,051
-20,712
2258
$8.2M ﹤0.01%
577,140
-150,852
2259
$8.2M ﹤0.01%
848,748
-8,838
2260
$8.17M ﹤0.01%
208,606
-26,658
2261
$8.16M ﹤0.01%
338,602
+305,661
2262
$8.16M ﹤0.01%
340,854
-497,679
2263
$8.15M ﹤0.01%
326,148
+21,752
2264
$8.15M ﹤0.01%
1,251,672
-44,865
2265
$8.13M ﹤0.01%
89,540
+48,574
2266
$8.13M ﹤0.01%
556,055
+500
2267
$8.13M ﹤0.01%
161,532
+25,710
2268
$8.11M ﹤0.01%
709,370
-184,599
2269
$8.1M ﹤0.01%
620,759
-23,082
2270
$8.09M ﹤0.01%
642,133
+5,391
2271
$8.08M ﹤0.01%
260,757
-95,312
2272
$8.05M ﹤0.01%
74,757
+16,609
2273
$8.04M ﹤0.01%
462,830
+77,762
2274
$8.03M ﹤0.01%
468,185
-5,264
2275
$8.01M ﹤0.01%
449,027
+386,447
89 90
91
92 93