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
2276
$8M ﹤0.01%
109,999
+21,693
2277
$8M ﹤0.01%
269,486
+77,096
2278
$7.99M ﹤0.01%
96,183
+7,519
2279
$7.98M ﹤0.01%
257,946
+52,740
2280
$7.98M ﹤0.01%
154,808
-219,570
2281
$7.98M ﹤0.01%
252,806
-756,589
2282
$7.97M ﹤0.01%
143,846
+11,288
2283
$7.96M ﹤0.01%
138,590
-174,956
2284
$7.95M ﹤0.01%
+392,320
2285
$7.94M ﹤0.01%
242,890
-146,606
2286
$7.94M ﹤0.01%
224,885
+14,909
2287
$7.93M ﹤0.01%
262,632
-71,404
2288
$7.93M ﹤0.01%
128,651
2289
$7.93M ﹤0.01%
269,625
+151,921
2290
$7.92M ﹤0.01%
87,448
-7,002
2291
$7.91M ﹤0.01%
70,176
-4,164
2292
$7.91M ﹤0.01%
176,140
-158,672
2293
$7.91M ﹤0.01%
185,808
+15,882
2294
$7.9M ﹤0.01%
314,812
-338,079
2295
$7.89M ﹤0.01%
401,443
+187,410
2296
$7.88M ﹤0.01%
372,680
+332,219
2297
$7.86M ﹤0.01%
217,585
-14,786
2298
$7.84M ﹤0.01%
186,455
+1,744
2299
$7.83M ﹤0.01%
81,841
+17,846
2300
$7.82M ﹤0.01%
254,253
+2,450
90 91
92
93 94