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
6001
$8K ﹤0.01%
1,100
-1,015
6002
$8K ﹤0.01%
4,089
-1,400
6003
$8K ﹤0.01%
670
6004
$8K ﹤0.01%
1,351
-74,509
6005
$8K ﹤0.01%
176
-220
6006
$8K ﹤0.01%
+352
6007
$8K ﹤0.01%
2,700
+2,475
6008
$8K ﹤0.01%
792
+350
6009
$8K ﹤0.01%
30,626
+2,370
6010
$8K ﹤0.01%
215
6011
$7K ﹤0.01%
+1,700
6012
$7K ﹤0.01%
289
6013
$7K ﹤0.01%
6,621
-1,507
6014
$7K ﹤0.01%
105
6015
$7K ﹤0.01%
+1,656
6016
$7K ﹤0.01%
940
6017
$7K ﹤0.01%
38
+5
6018
$7K ﹤0.01%
69
-2
6019
$7K ﹤0.01%
1,563
+1,072
6020
$7K ﹤0.01%
953
-10,711
6021
$7K ﹤0.01%
7,000
-22,054
6022
$7K ﹤0.01%
284
6023
$7K ﹤0.01%
200
+150
6024
$7K ﹤0.01%
1,250
-1,812
6025
$7K ﹤0.01%
6,689