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
2451
$6.75M ﹤0.01%
323,901
+86,633
2452
$6.75M ﹤0.01%
126,794
+11,375
2453
$6.73M ﹤0.01%
85,586
+17,708
2454
$6.71M ﹤0.01%
169,761
+84,852
2455
$6.71M ﹤0.01%
+479,626
2456
$6.71M ﹤0.01%
478,888
+111,715
2457
$6.71M ﹤0.01%
275,837
+77,729
2458
$6.71M ﹤0.01%
171,002
+20,897
2459
$6.7M ﹤0.01%
140,689
+48,305
2460
$6.7M ﹤0.01%
806,456
+125,463
2461
$6.7M ﹤0.01%
385,380
+20,886
2462
$6.7M ﹤0.01%
416,388
+140,858
2463
$6.69M ﹤0.01%
514,590
+482,434
2464
$6.68M ﹤0.01%
371,165
+228,409
2465
$6.68M ﹤0.01%
202,100
-9,980
2466
$6.67M ﹤0.01%
942,533
+5,283
2467
$6.67M ﹤0.01%
35,561
-1,535
2468
$6.67M ﹤0.01%
270,278
-18,128
2469
$6.67M ﹤0.01%
161,676
+112,448
2470
$6.66M ﹤0.01%
404,396
+13,226
2471
$6.66M ﹤0.01%
205,939
+10,512
2472
$6.65M ﹤0.01%
363,564
-387,670
2473
$6.64M ﹤0.01%
112,709
-13,297
2474
$6.64M ﹤0.01%
309,224
-20,226
2475
$6.63M ﹤0.01%
148,867
+116,817
97 98
99
100 101