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
2026
$9.5M ﹤0.01%
55,504
-141,542
2027
$9.49M ﹤0.01%
668,312
-112,211
2028
$9.45M ﹤0.01%
624,769
+108,332
2029
$9.44M ﹤0.01%
1,104,129
+912,722
2030
$9.44M ﹤0.01%
253,222
+42,445
2031
$9.42M ﹤0.01%
1,252,352
-386,337
2032
$9.41M ﹤0.01%
59,914
-980
2033
$9.4M ﹤0.01%
460,140
-617,523
2034
$9.39M ﹤0.01%
196,512
+74,104
2035
$9.37M ﹤0.01%
151,998
-2,739
2036
$9.37M ﹤0.01%
388,830
+12,840
2037
$9.35M ﹤0.01%
134,706
+61,212
2038
$9.33M ﹤0.01%
266,820
+194,626
2039
$9.32M ﹤0.01%
895,923
+49,678
2040
$9.31M ﹤0.01%
1,346,741
-195,204
2041
$9.3M ﹤0.01%
370,273
+23,614
2042
$9.3M ﹤0.01%
1,135,934
+4,215
2043
$9.3M ﹤0.01%
226,036
+11,883
2044
$9.29M ﹤0.01%
277,889
+60,489
2045
$9.29M ﹤0.01%
355,682
+114,756
2046
$9.29M ﹤0.01%
388,351
+70,698
2047
$9.29M ﹤0.01%
257,952
+71,976
2048
$9.28M ﹤0.01%
541,877
-43,386
2049
$9.27M ﹤0.01%
360,216
-36,296
2050
$9.25M ﹤0.01%
352,940
-81,402