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
2626
$4.84M ﹤0.01%
376,964
+6,501
2627
$4.83M ﹤0.01%
285,423
-54,377
2628
$4.83M ﹤0.01%
175,713
-241,001
2629
$4.83M ﹤0.01%
217,276
+164,759
2630
$4.82M ﹤0.01%
99,215
-5,175
2631
$4.82M ﹤0.01%
285,046
+90,738
2632
$4.82M ﹤0.01%
248,576
-6,990
2633
$4.82M ﹤0.01%
116,561
-37,090
2634
$4.82M ﹤0.01%
251,343
+43,192
2635
$4.81M ﹤0.01%
282,826
-18,532
2636
$4.81M ﹤0.01%
267,969
+6,547
2637
$4.81M ﹤0.01%
307,633
-47,894
2638
$4.81M ﹤0.01%
291,779
+224,902
2639
$4.81M ﹤0.01%
553,334
+173,942
2640
$4.81M ﹤0.01%
187,367
+45,065
2641
$4.8M ﹤0.01%
288,984
+18,523
2642
$4.79M ﹤0.01%
40,727
+5,345
2643
$4.79M ﹤0.01%
82,561
+5,815
2644
$4.78M ﹤0.01%
145,275
+55,648
2645
$4.77M ﹤0.01%
80,045
-14,799
2646
$4.77M ﹤0.01%
36,084
+2,466
2647
$4.76M ﹤0.01%
47,527
-22,007
2648
$4.76M ﹤0.01%
201,558
-198,707
2649
$4.75M ﹤0.01%
107,715
+64,899
2650
$4.75M ﹤0.01%
334,803
+176,950
104 105
106
107 108