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
251
$267M 0.09%
5,596,372
+3,593,676
252
$266M 0.09%
5,188,486
-885,377
253
$264M 0.09%
2,518,996
+424,810
254
$260M 0.09%
12,365,270
+1,150,308
255
$259M 0.09%
3,897,202
+91,640
256
$259M 0.09%
3,583,979
+168,740
257
$258M 0.09%
7,543,319
+196,981
258
$255M 0.09%
2,176,336
+211,393
259
$254M 0.09%
10,034,965
+733,037
260
$254M 0.09%
4,823,693
+284,522
261
$250M 0.09%
4,719,238
+630,635
262
$250M 0.09%
1,428,962
-173,917
263
$250M 0.09%
5,837,220
+2,844,931
264
$247M 0.08%
1,152,322
-187,213
265
$245M 0.08%
2,401,807
-287,138
266
$245M 0.08%
32,131,501
-1,966,178
267
$244M 0.08%
3,039,336
+238,661
268
$243M 0.08%
8,988,291
+1,268,636
269
$241M 0.08%
5,049,156
+1,643,045
270
$241M 0.08%
3,431,519
+458,737
271
$240M 0.08%
6,611,341
+1,159,382
272
$240M 0.08%
2,858,183
+935,069
273
$239M 0.08%
5,116,660
+793,406
274
$238M 0.08%
391,441
-8,970
275
$237M 0.08%
4,183,747
-151,485
9 10
11
12 13