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
1576
$16.8M 0.01%
885,532
+520,058
1577
$16.8M 0.01%
336,972
-307,257
1578
$16.7M 0.01%
192,215
+85,193
1579
$16.7M 0.01%
1,033,547
+922,946
1580
$16.7M 0.01%
1,248,320
+109,481
1581
$16.6M 0.01%
975,152
-22,883
1582
$16.6M 0.01%
860,635
-27,058
1583
$16.6M 0.01%
581,605
+195,235
1584
$16.6M 0.01%
605,609
+198,871
1585
$16.6M 0.01%
239,682
-13,095
1586
$16.6M 0.01%
244,504
-435,481
1587
$16.5M 0.01%
167,495
-33,040
1588
$16.5M 0.01%
948,961
+62,406
1589
$16.5M 0.01%
20,106
+765
1590
$16.5M 0.01%
210,650
-193,462
1591
$16.5M 0.01%
631,562
+261,178
1592
$16.3M 0.01%
409,010
-393,800
1593
$16.3M 0.01%
319,916
-134,412
1594
$16.3M 0.01%
1,093,302
-270,593
1595
$16.3M 0.01%
143,116
-327,217
1596
$16.3M 0.01%
1,575,330
+21,140
1597
$16.3M 0.01%
419,704
+238,901
1598
$16.2M 0.01%
433,456
+1,032
1599
$16.2M 0.01%
146,899
-133,910
1600
$16.2M 0.01%
247,147
+96,182