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
2401
$7.09M ﹤0.01%
64,135
+2,167
2402
$7.09M ﹤0.01%
59,362
+28,147
2403
$7.08M ﹤0.01%
373,706
+207,636
2404
$7.07M ﹤0.01%
307,909
+266,125
2405
$7.07M ﹤0.01%
626,988
+209,855
2406
$7.05M ﹤0.01%
430,095
-402,063
2407
$7.04M ﹤0.01%
260,586
+207,092
2408
$7.03M ﹤0.01%
2,232,941
+174,998
2409
$7.02M ﹤0.01%
213,690
+43,636
2410
$7.02M ﹤0.01%
174,264
-16,764
2411
$7M ﹤0.01%
82,227
+16,064
2412
$7M ﹤0.01%
210,317
-12,104
2413
$6.98M ﹤0.01%
187,641
-309,687
2414
$6.97M ﹤0.01%
132,010
-2,854
2415
$6.97M ﹤0.01%
390,097
+206,466
2416
$6.96M ﹤0.01%
422,844
+87,564
2417
$6.96M ﹤0.01%
46,215
+10,565
2418
$6.96M ﹤0.01%
9,492
-3,870
2419
$6.96M ﹤0.01%
135,541
-9,705
2420
$6.96M ﹤0.01%
484,390
-60,602
2421
$6.96M ﹤0.01%
549,771
-40,049
2422
$6.95M ﹤0.01%
617,994
+1,213
2423
$6.95M ﹤0.01%
621,130
+107,408
2424
$6.95M ﹤0.01%
204,309
+30,770
2425
$6.94M ﹤0.01%
117,911
+103,920
95 96
97
98 99