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
2701
$4.51M ﹤0.01%
246,433
+7,402
2702
$4.5M ﹤0.01%
149,113
-1,521,386
2703
$4.5M ﹤0.01%
538,809
+5,465
2704
$4.5M ﹤0.01%
402,016
+392,861
2705
$4.5M ﹤0.01%
713,710
+13,630
2706
$4.49M ﹤0.01%
389,421
+112,844
2707
$4.48M ﹤0.01%
71,764
+12,761
2708
$4.48M ﹤0.01%
63,545
+52,502
2709
$4.48M ﹤0.01%
150,952
+13,669
2710
$4.48M ﹤0.01%
150,427
+96,949
2711
$4.47M ﹤0.01%
199,980
-244,301
2712
$4.46M ﹤0.01%
107,621
+11,395
2713
$4.46M ﹤0.01%
121,408
+81,664
2714
$4.45M ﹤0.01%
249,849
+91,170
2715
$4.45M ﹤0.01%
181,096
-114,311
2716
$4.45M ﹤0.01%
166,373
-38,696
2717
$4.44M ﹤0.01%
102,987
+34,075
2718
$4.44M ﹤0.01%
129,169
+15,108
2719
$4.44M ﹤0.01%
792,623
-335,295
2720
$4.43M ﹤0.01%
188,047
+22,963
2721
$4.43M ﹤0.01%
123,392
+71,293
2722
$4.43M ﹤0.01%
281,921
+119,745
2723
$4.42M ﹤0.01%
134,609
+89,528
2724
$4.42M ﹤0.01%
368,344
-1,538,597
2725
$4.42M ﹤0.01%
53,631
+15,012
107 108
109
110 111