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
1226
$26.8M 0.01%
550,229
-30,575
1227
$26.8M 0.01%
2,127,977
+125,107
1228
$26.8M 0.01%
680,108
-27,197
1229
$26.8M 0.01%
782,655
+243,304
1230
$26.7M 0.01%
5,151,727
-405,601
1231
$26.7M 0.01%
664,336
+104,125
1232
$26.6M 0.01%
1,887,173
-9,366
1233
$26.6M 0.01%
1,367,034
-128,180
1234
$26.6M 0.01%
1,509,802
+778,620
1235
$26.6M 0.01%
352,216
+20,938
1236
$26.5M 0.01%
1,382,531
-83,730
1237
$26.5M 0.01%
695,290
+205,054
1238
$26.5M 0.01%
904,575
+53,182
1239
$26.5M 0.01%
330,806
+45,045
1240
$26.5M 0.01%
1,142,104
-261,521
1241
$26.5M 0.01%
624,295
-203,586
1242
$26.4M 0.01%
1,924,348
+483,761
1243
$26.4M 0.01%
513,156
+32,299
1244
$26.4M 0.01%
2,164,103
+2,043,553
1245
$26.3M 0.01%
1,235,718
+47,486
1246
$26.3M 0.01%
959,161
+295,204
1247
$26.3M 0.01%
274,513
+176
1248
$26.3M 0.01%
431,201
-56,732
1249
$26.2M 0.01%
1,242,310
+18,035
1250
$26.2M 0.01%
242,803
+73,094