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
6026
$6K ﹤0.01%
2,099
6027
$6K ﹤0.01%
40
6028
$6K ﹤0.01%
384
6029
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2
6030
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525
-1,536
6031
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250
6032
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6033
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300
6034
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42
+22
6035
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509
+362
6036
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8
+6
6037
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6038
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200
6039
$6K ﹤0.01%
500
-456
6040
$6K ﹤0.01%
1,500
6041
$6K ﹤0.01%
2,418
+818
6042
$6K ﹤0.01%
+1,217
6043
$6K ﹤0.01%
86
-688
6044
$6K ﹤0.01%
+400
6045
$6K ﹤0.01%
+154
6046
$6K ﹤0.01%
553
6047
$6K ﹤0.01%
103
6048
$6K ﹤0.01%
+416
6049
$6K ﹤0.01%
2,987
-7,613
6050
$6K ﹤0.01%
42,845
-4,407