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
2601
$5M ﹤0.01%
316,066
-78,197
2602
$5M ﹤0.01%
211,182
-1,638
2603
$4.99M ﹤0.01%
248,926
-102,844
2604
$4.98M ﹤0.01%
244,182
+117,239
2605
$4.97M ﹤0.01%
394,555
+29,054
2606
$4.96M ﹤0.01%
98,184
-24,194
2607
$4.95M ﹤0.01%
75,713
+9,599
2608
$4.95M ﹤0.01%
277,800
+96,026
2609
$4.95M ﹤0.01%
508,066
+222,146
2610
$4.93M ﹤0.01%
8,447
-19,995
2611
$4.93M ﹤0.01%
85,482
-386,066
2612
$4.93M ﹤0.01%
181,227
-9,012
2613
$4.93M ﹤0.01%
67,010
-15,838
2614
$4.93M ﹤0.01%
248,365
+40,458
2615
$4.92M ﹤0.01%
67,061
-306,957
2616
$4.92M ﹤0.01%
180,619
+120,635
2617
$4.92M ﹤0.01%
580,264
-80,898
2618
$4.9M ﹤0.01%
208,390
+179,169
2619
$4.89M ﹤0.01%
125,308
+44,183
2620
$4.88M ﹤0.01%
411,178
+250,337
2621
$4.88M ﹤0.01%
364,825
+6,623
2622
$4.87M ﹤0.01%
81,299
+71,939
2623
$4.86M ﹤0.01%
382,749
+5,134
2624
$4.86M ﹤0.01%
268,760
+5,017
2625
$4.85M ﹤0.01%
133,900
+44,671
103 104
105
106 107