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
2126
$8.46M ﹤0.01%
836,193
-15,088
2127
$8.44M ﹤0.01%
194,230
+144,604
2128
$8.43M ﹤0.01%
457,139
-180,035
2129
$8.41M ﹤0.01%
161,693
+154,638
2130
$8.4M ﹤0.01%
338,997
+24,366
2131
$8.4M ﹤0.01%
290,909
-116,906
2132
$8.37M ﹤0.01%
821,709
+91,307
2133
$8.37M ﹤0.01%
75,739
+73,277
2134
$8.37M ﹤0.01%
664,227
+88,735
2135
$8.36M ﹤0.01%
321,071
-7,606
2136
$8.36M ﹤0.01%
155,553
+3,554
2137
$8.34M ﹤0.01%
88,227
-126,971
2138
$8.33M ﹤0.01%
497,663
+236,538
2139
$8.32M ﹤0.01%
551,376
-150,851
2140
$8.31M ﹤0.01%
214,372
+62,252
2141
$8.3M ﹤0.01%
305,161
+238,002
2142
$8.3M ﹤0.01%
107,367
+67,918
2143
$8.29M ﹤0.01%
150,987
-3,091
2144
$8.29M ﹤0.01%
76,779
-117,634
2145
$8.28M ﹤0.01%
138,963
-28,485
2146
$8.28M ﹤0.01%
327,272
-160,711
2147
$8.27M ﹤0.01%
382,642
+269,450
2148
$8.26M ﹤0.01%
750,865
-23,060
2149
$8.25M ﹤0.01%
166,188
-16,606
2150
$8.25M ﹤0.01%
61,677
+32,903