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
2676
$4.62M ﹤0.01%
60,942
+11,863
2677
$4.62M ﹤0.01%
187,556
-4,797
2678
$4.61M ﹤0.01%
97,539
+29,143
2679
$4.61M ﹤0.01%
179,930
+785
2680
$4.59M ﹤0.01%
99,548
+12,144
2681
$4.59M ﹤0.01%
858,900
+347,734
2682
$4.58M ﹤0.01%
218,168
+17,263
2683
$4.57M ﹤0.01%
522,578
-54,026
2684
$4.57M ﹤0.01%
115,470
-7,299
2685
$4.57M ﹤0.01%
192,763
+22,076
2686
$4.56M ﹤0.01%
119,971
+25,492
2687
$4.55M ﹤0.01%
169,872
-38,498
2688
$4.55M ﹤0.01%
259,418
+216,187
2689
$4.55M ﹤0.01%
138,937
+6,233
2690
$4.54M ﹤0.01%
120,037
-54,734
2691
$4.54M ﹤0.01%
36,484
-114,378
2692
$4.54M ﹤0.01%
107,900
+61,511
2693
$4.54M ﹤0.01%
463,357
+318,092
2694
$4.54M ﹤0.01%
303,649
+271,539
2695
$4.53M ﹤0.01%
95,364
+16,470
2696
$4.53M ﹤0.01%
124,149
+8,522
2697
$4.53M ﹤0.01%
8
+4
2698
$4.52M ﹤0.01%
85,178
+41,241
2699
$4.51M ﹤0.01%
524,424
+188,112
2700
$4.51M ﹤0.01%
81,257
+4,894
106 107
108
109 110