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
2426
$6.94M ﹤0.01%
191,150
+7,088
2427
$6.93M ﹤0.01%
310,831
-37,123
2428
$6.92M ﹤0.01%
261,821
+121,020
2429
$6.92M ﹤0.01%
2,982,649
+147,071
2430
$6.9M ﹤0.01%
60,558
+12,269
2431
$6.9M ﹤0.01%
341,277
+268,989
2432
$6.9M ﹤0.01%
277,389
+36,050
2433
$6.9M ﹤0.01%
171,030
+2,958
2434
$6.89M ﹤0.01%
122,338
+85,999
2435
$6.89M ﹤0.01%
125,408
-103,444
2436
$6.88M ﹤0.01%
136,408
-5,420
2437
$6.88M ﹤0.01%
284,174
+50,669
2438
$6.86M ﹤0.01%
476,876
+343,866
2439
$6.85M ﹤0.01%
38,458
+7,499
2440
$6.84M ﹤0.01%
255,838
+4,620
2441
$6.84M ﹤0.01%
365,436
+75,792
2442
$6.84M ﹤0.01%
588,022
-12,540
2443
$6.82M ﹤0.01%
119,435
+12,063
2444
$6.81M ﹤0.01%
216,990
+87,739
2445
$6.81M ﹤0.01%
56,558
-32,706
2446
$6.78M ﹤0.01%
220,840
+21,876
2447
$6.77M ﹤0.01%
620,114
+99,470
2448
$6.77M ﹤0.01%
183,454
+42,156
2449
$6.76M ﹤0.01%
359,932
+9,435
2450
$6.75M ﹤0.01%
280,134
+230,260
96 97
98
99 100