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
2426
$6.14M ﹤0.01%
93,924
-22,578
2427
$6.13M ﹤0.01%
450,328
+370,165
2428
$6.13M ﹤0.01%
215,039
+24,673
2429
$6.12M ﹤0.01%
388,341
+170,240
2430
$6.12M ﹤0.01%
348,995
-120,540
2431
$6.11M ﹤0.01%
406,227
+64,006
2432
$6.11M ﹤0.01%
21,678
+3,216
2433
$6.11M ﹤0.01%
107,588
-5,656
2434
$6.1M ﹤0.01%
129,622
+115,645
2435
$6.09M ﹤0.01%
237,603
-3,101
2436
$6.09M ﹤0.01%
219,965
-13,889
2437
$6.09M ﹤0.01%
432,218
+72,270
2438
$6.09M ﹤0.01%
146,273
+8,495
2439
$6.08M ﹤0.01%
188,885
-113,953
2440
$6.07M ﹤0.01%
+226,054
2441
$6.07M ﹤0.01%
36,264
+1,236
2442
$6.07M ﹤0.01%
197,815
+2,485
2443
$6.06M ﹤0.01%
751,552
-49,801
2444
$6.06M ﹤0.01%
129,466
+75,766
2445
$6.02M ﹤0.01%
377,304
-8,557
2446
$6.02M ﹤0.01%
350,731
-39,712
2447
$6M ﹤0.01%
79,996
-180,549
2448
$5.98M ﹤0.01%
245,112
-642
2449
$5.98M ﹤0.01%
89,296
+38,135
2450
$5.97M ﹤0.01%
354,471
-49,312