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
2326
$7.59M ﹤0.01%
367,422
+14,163
2327
$7.58M ﹤0.01%
172,577
-137,744
2328
$7.58M ﹤0.01%
527,244
+69,460
2329
$7.57M ﹤0.01%
202,482
+56,632
2330
$7.57M ﹤0.01%
131,326
+7,070
2331
$7.56M ﹤0.01%
269,498
-23,492
2332
$7.56M ﹤0.01%
294,163
+12,466
2333
$7.55M ﹤0.01%
+244,668
2334
$7.53M ﹤0.01%
130,600
-109,153
2335
$7.53M ﹤0.01%
30,339
-43,629
2336
$7.53M ﹤0.01%
826,816
+43,741
2337
$7.51M ﹤0.01%
744,736
+90,978
2338
$7.49M ﹤0.01%
34,528
-197,556
2339
$7.48M ﹤0.01%
66,880
+55,098
2340
$7.48M ﹤0.01%
286,706
+143,701
2341
$7.47M ﹤0.01%
314,479
+149,632
2342
$7.47M ﹤0.01%
662,275
-199,966
2343
$7.47M ﹤0.01%
230,462
+8,376
2344
$7.45M ﹤0.01%
118,351
+105,263
2345
$7.45M ﹤0.01%
514,984
+512,141
2346
$7.45M ﹤0.01%
142,773
-4,389
2347
$7.45M ﹤0.01%
843,120
+264,258
2348
$7.44M ﹤0.01%
243,869
+15,483
2349
$7.42M ﹤0.01%
450,484
-8,426
2350
$7.42M ﹤0.01%
360,914
-113,323
92 93
94
95 96