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
2151
$8.25M ﹤0.01%
392,794
-316,001
2152
$8.24M ﹤0.01%
523,503
-1,191,396
2153
$8.23M ﹤0.01%
332,941
-211,519
2154
$8.21M ﹤0.01%
332,955
+4,608
2155
$8.17M ﹤0.01%
337,413
+176,257
2156
$8.17M ﹤0.01%
70,633
-28,995
2157
$8.16M ﹤0.01%
513,795
+81,720
2158
$8.16M ﹤0.01%
214,626
-174,912
2159
$8.16M ﹤0.01%
112,310
-504
2160
$8.16M ﹤0.01%
474,726
+26,714
2161
$8.13M ﹤0.01%
437,865
+16,283
2162
$8.13M ﹤0.01%
39,762
-12,160
2163
$8.12M ﹤0.01%
117,112
+43,196
2164
$8.11M ﹤0.01%
396,308
-440,178
2165
$8.1M ﹤0.01%
816,300
+205,728
2166
$8.09M ﹤0.01%
1,428,937
-72,241
2167
$8.08M ﹤0.01%
976,130
+783,759
2168
$8.08M ﹤0.01%
237,564
-428,918
2169
$8.07M ﹤0.01%
264,206
-18,579
2170
$8.06M ﹤0.01%
186,764
-11,396
2171
$8.06M ﹤0.01%
213,126
+5,870
2172
$8.05M ﹤0.01%
571,719
-667,109
2173
$8.04M ﹤0.01%
21,703
-7,591
2174
$8.04M ﹤0.01%
257,125
+57,902
2175
$8.03M ﹤0.01%
425,746
+153,141