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
2576
$5.14M ﹤0.01%
361,243
+6,297
2577
$5.14M ﹤0.01%
66,375
+774
2578
$5.14M ﹤0.01%
245,866
+18,594
2579
$5.13M ﹤0.01%
386,907
-66,519
2580
$5.13M ﹤0.01%
185,047
+8,210
2581
$5.12M ﹤0.01%
416,532
+57,060
2582
$5.11M ﹤0.01%
168,233
+76,485
2583
$5.11M ﹤0.01%
889,317
+460,994
2584
$5.1M ﹤0.01%
281,271
-29,468
2585
$5.09M ﹤0.01%
225,481
-42,921
2586
$5.09M ﹤0.01%
444,364
+395,634
2587
$5.08M ﹤0.01%
490,290
+86,373
2588
$5.08M ﹤0.01%
126,832
-22,519
2589
$5.08M ﹤0.01%
69,707
-27,846
2590
$5.06M ﹤0.01%
+180,040
2591
$5.06M ﹤0.01%
157,268
-15,504
2592
$5.06M ﹤0.01%
133,983
+47,515
2593
$5.05M ﹤0.01%
676,009
+55,413
2594
$5.05M ﹤0.01%
113,529
-285,265
2595
$5.03M ﹤0.01%
91,686
+2,082
2596
$5.03M ﹤0.01%
67,421
-1,032,040
2597
$5.03M ﹤0.01%
130,750
-2,863
2598
$5.02M ﹤0.01%
183,456
-31,024
2599
$5.02M ﹤0.01%
+193,546
2600
$5.01M ﹤0.01%
41,443
+819