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
2051
$9.23M ﹤0.01%
338,057
+125,308
2052
$9.23M ﹤0.01%
362,243
+262,809
2053
$9.22M ﹤0.01%
1,326,749
+1,065,832
2054
$9.2M ﹤0.01%
476,971
-16,510
2055
$9.19M ﹤0.01%
184,036
-459,642
2056
$9.19M ﹤0.01%
205,512
+41,808
2057
$9.17M ﹤0.01%
644,205
-320,527
2058
$9.17M ﹤0.01%
138,453
-656
2059
$9.15M ﹤0.01%
393,399
+20,888
2060
$9.14M ﹤0.01%
731,417
+636,517
2061
$9.14M ﹤0.01%
278,586
-166,292
2062
$9.13M ﹤0.01%
737,303
+126,321
2063
$9.13M ﹤0.01%
426,832
+71,789
2064
$9.12M ﹤0.01%
667,409
-134,930
2065
$9.11M ﹤0.01%
361,753
-28,809
2066
$9.09M ﹤0.01%
116,144
+8,020
2067
$9.09M ﹤0.01%
1,416,268
+1,182,431
2068
$9.07M ﹤0.01%
318,520
-204,798
2069
$9.06M ﹤0.01%
168,921
-294,105
2070
$9.05M ﹤0.01%
106,831
+2,553
2071
$9.04M ﹤0.01%
528,366
+62,849
2072
$9.02M ﹤0.01%
638,552
-94,226
2073
$9.02M ﹤0.01%
1,679,454
+1,042,828
2074
$9.01M ﹤0.01%
114,050
+32,351
2075
$9.01M ﹤0.01%
350,908
+7,734