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
5901
$13K ﹤0.01%
7,853
5902
$13K ﹤0.01%
550
-161,622
5903
$13K ﹤0.01%
1,106
-200
5904
$13K ﹤0.01%
838
5905
$13K ﹤0.01%
394
-21
5906
$13K ﹤0.01%
793
+124
5907
$13K ﹤0.01%
666
5908
$13K ﹤0.01%
1,150
-1,365
5909
$13K ﹤0.01%
20,177
-901
5910
$13K ﹤0.01%
2,043
+480
5911
$13K ﹤0.01%
1,998
-2,257
5912
$13K ﹤0.01%
4,692
+3,464
5913
$12K ﹤0.01%
+684
5914
$12K ﹤0.01%
33
-10
5915
$12K ﹤0.01%
700
+300
5916
$12K ﹤0.01%
+2,400
5917
0
5918
$12K ﹤0.01%
639
-152
5919
$12K ﹤0.01%
2,200
+317
5920
0
5921
$12K ﹤0.01%
2,090
5922
$12K ﹤0.01%
112
-21
5923
$12K ﹤0.01%
53
-51
5924
$12K ﹤0.01%
1,670
-700
5925
$12K ﹤0.01%
500