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
2376
$7.24M ﹤0.01%
446,143
+152,532
2377
$7.23M ﹤0.01%
1,078,232
+212,336
2378
$7.22M ﹤0.01%
375,254
-65,615
2379
$7.22M ﹤0.01%
131,267
-3,217
2380
$7.22M ﹤0.01%
555,228
+178,120
2381
$7.21M ﹤0.01%
434,176
-43,405
2382
$7.21M ﹤0.01%
403,805
-63,594
2383
$7.2M ﹤0.01%
152,049
+58,561
2384
$7.2M ﹤0.01%
133,963
+71,684
2385
$7.2M ﹤0.01%
208,223
-79,713
2386
$7.2M ﹤0.01%
434,292
+139,196
2387
$7.18M ﹤0.01%
134,703
+33,059
2388
$7.18M ﹤0.01%
250,893
-930,727
2389
$7.17M ﹤0.01%
266,994
+72,674
2390
$7.17M ﹤0.01%
410,370
+68,076
2391
$7.16M ﹤0.01%
290,740
+28,808
2392
$7.14M ﹤0.01%
126,118
-59,642
2393
$7.13M ﹤0.01%
228,962
-59,840
2394
$7.13M ﹤0.01%
521,500
-261,825
2395
$7.13M ﹤0.01%
1,412,443
-4,250,593
2396
$7.13M ﹤0.01%
615,380
+294,004
2397
$7.13M ﹤0.01%
1,542,778
-536,434
2398
$7.12M ﹤0.01%
237,543
+157,749
2399
$7.11M ﹤0.01%
59,832
+25,377
2400
$7.1M ﹤0.01%
217,120
-200,250
94 95
96
97 98