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
2301
$7.81M ﹤0.01%
328,795
+159,565
2302
$7.8M ﹤0.01%
297,811
-222,620
2303
$7.79M ﹤0.01%
145,241
-134,354
2304
$7.78M ﹤0.01%
259,170
+243,924
2305
$7.78M ﹤0.01%
129,094
-16,927
2306
$7.75M ﹤0.01%
+273,052
2307
$7.75M ﹤0.01%
759,182
-28,677
2308
$7.73M ﹤0.01%
9,657
+3,350
2309
$7.72M ﹤0.01%
341,282
+275,116
2310
$7.71M ﹤0.01%
706,416
+123,000
2311
$7.71M ﹤0.01%
106,465
+21,833
2312
$7.71M ﹤0.01%
491,863
-45,588
2313
$7.71M ﹤0.01%
+574,158
2314
$7.69M ﹤0.01%
432,110
+375,397
2315
$7.68M ﹤0.01%
1,265,828
-4,191
2316
$7.68M ﹤0.01%
84,116
+18,428
2317
$7.67M ﹤0.01%
214,368
+15,707
2318
$7.67M ﹤0.01%
522,749
+30,445
2319
$7.66M ﹤0.01%
172,825
-49,900
2320
$7.65M ﹤0.01%
257,088
+156,144
2321
$7.63M ﹤0.01%
808,283
+170,188
2322
$7.61M ﹤0.01%
83,859
-25,478
2323
$7.61M ﹤0.01%
321,283
+161,287
2324
$7.6M ﹤0.01%
181,082
+10,236
2325
$7.59M ﹤0.01%
1,213,146
-1,346,566
91 92
93
94 95