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
$293B
AUM Growth
+$15.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,826
New
Increased
Reduced
Closed

Top Buys

1 +$609M
2 +$593M
3 +$449M
4
MPC icon
Marathon Petroleum
MPC
+$355M
5
WFC icon
Wells Fargo
WFC
+$334M

Sector Composition

1 Technology 9.48%
2 Healthcare 8.77%
3 Financials 8.77%
4 Communication Services 7%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$5.28M ﹤0.01%
275,081
+8,773
2552
$5.27M ﹤0.01%
830,743
-913,763
2553
$5.26M ﹤0.01%
118,731
+19,007
2554
$5.26M ﹤0.01%
339,246
-63,020
2555
$5.25M ﹤0.01%
109,866
-21,641
2556
$5.25M ﹤0.01%
331,226
-392,322
2557
$5.25M ﹤0.01%
210,906
-2,470
2558
$5.25M ﹤0.01%
255,626
-36,787
2559
$5.23M ﹤0.01%
885,298
-130,693
2560
$5.23M ﹤0.01%
64,883
+3,103
2561
$5.22M ﹤0.01%
216,092
-864
2562
$5.22M ﹤0.01%
318,987
+96,819
2563
$5.2M ﹤0.01%
236,043
-21,693
2564
$5.2M ﹤0.01%
178,904
-15,284
2565
$5.2M ﹤0.01%
315,498
+4,530
2566
$5.2M ﹤0.01%
361,569
+55,229
2567
$5.2M ﹤0.01%
125,291
2568
$5.19M ﹤0.01%
393,117
-478,811
2569
$5.18M ﹤0.01%
98,083
-8,821
2570
$5.18M ﹤0.01%
119,208
-127,565
2571
$5.18M ﹤0.01%
313,451
-180,351
2572
$5.17M ﹤0.01%
576,319
+570,564
2573
$5.16M ﹤0.01%
163,123
+116,393
2574
$5.16M ﹤0.01%
347,439
-86,528
2575
$5.15M ﹤0.01%
163,603
-9,457