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
2351
$7.41M ﹤0.01%
128,414
-12,965
2352
$7.41M ﹤0.01%
421,622
-64,374
2353
$7.39M ﹤0.01%
248,465
-117,331
2354
$7.38M ﹤0.01%
462,112
-153,212
2355
$7.38M ﹤0.01%
295,562
+76,844
2356
$7.37M ﹤0.01%
318,152
-751,979
2357
$7.37M ﹤0.01%
394,760
+83,720
2358
$7.36M ﹤0.01%
137,923
-72,657
2359
$7.36M ﹤0.01%
222,124
+204,267
2360
$7.36M ﹤0.01%
743,160
-362,808
2361
$7.36M ﹤0.01%
442,100
-7,562
2362
$7.35M ﹤0.01%
879
+636
2363
$7.35M ﹤0.01%
169,407
-5,458
2364
$7.34M ﹤0.01%
160,461
+69,025
2365
$7.32M ﹤0.01%
85,310
+74,751
2366
$7.31M ﹤0.01%
461,132
+206,444
2367
$7.3M ﹤0.01%
941,741
-368,971
2368
$7.3M ﹤0.01%
186,735
+11,094
2369
$7.28M ﹤0.01%
237,444
-74,151
2370
$7.26M ﹤0.01%
126,954
-155,917
2371
$7.26M ﹤0.01%
269,535
-55,799
2372
$7.26M ﹤0.01%
592,683
-19,435
2373
$7.24M ﹤0.01%
196,747
-367,984
2374
$7.24M ﹤0.01%
154,168
-18,097
2375
$7.24M ﹤0.01%
55,937
-5,083
93 94
95
96 97