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

Top Sells

1
+$791M
2
+$736M
3
+$493M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$462M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$391M

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
2476
$5.82M ﹤0.01%
441,634
-1,070,459
2477
$5.81M ﹤0.01%
1,282,760
+86,215
2478
$5.79M ﹤0.01%
254,915
-133,524
2479
$5.79M ﹤0.01%
187,616
+99,540
2480
$5.79M ﹤0.01%
78,507
-1,159,613
2481
$5.78M ﹤0.01%
547,922
+70,284
2482
$5.76M ﹤0.01%
68,879
+15,346
2483
$5.76M ﹤0.01%
115,624
+460
2484
$5.75M ﹤0.01%
95,889
-637,990
2485
$5.75M ﹤0.01%
193,506
+34,971
2486
$5.75M ﹤0.01%
229,341
+22,926
2487
$5.75M ﹤0.01%
411,151
-664,825
2488
$5.74M ﹤0.01%
419,875
+3,454
2489
$5.72M ﹤0.01%
2,282
-1,415
2490
$5.72M ﹤0.01%
143,388
-162,251
2491
$5.69M ﹤0.01%
113,935
+1,633
2492
$5.68M ﹤0.01%
3,690,713
+928,015
2493
$5.68M ﹤0.01%
191,720
-136,752
2494
$5.67M ﹤0.01%
225,100
-159,609
2495
$5.66M ﹤0.01%
71,751
-31,165
2496
$5.66M ﹤0.01%
900,270
+221,121
2497
$5.64M ﹤0.01%
196,243
-64,655
2498
$5.64M ﹤0.01%
50,406
+3,672
2499
$5.64M ﹤0.01%
122,485
+13,901
2500
$5.63M ﹤0.01%
245,436
-96,027
98 99
100
101 102