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
2751
$4.28M ﹤0.01%
65,452
-56,235
2752
$4.28M ﹤0.01%
314,117
-20,149
2753
$4.28M ﹤0.01%
725,198
+40,418
2754
$4.28M ﹤0.01%
337,208
-7,115
2755
$4.27M ﹤0.01%
95,810
-130,444
2756
$4.27M ﹤0.01%
531,899
+14,524
2757
$4.27M ﹤0.01%
56,893
-29,151
2758
$4.26M ﹤0.01%
182,782
+11,722
2759
$4.26M ﹤0.01%
150,232
-61,953
2760
$4.26M ﹤0.01%
129,413
+70,356
2761
$4.25M ﹤0.01%
1,269,781
+472,357
2762
$4.25M ﹤0.01%
219,495
+81,694
2763
$4.25M ﹤0.01%
164,625
+31,484
2764
$4.24M ﹤0.01%
44,882
+34,469
2765
$4.24M ﹤0.01%
264,778
-120,594
2766
$4.23M ﹤0.01%
146,022
+31,631
2767
$4.23M ﹤0.01%
778,641
+262,463
2768
$4.23M ﹤0.01%
528,191
-161,224
2769
$4.22M ﹤0.01%
322,000
+31,824
2770
$4.22M ﹤0.01%
157,779
+26,371
2771
$4.21M ﹤0.01%
127,526
-103,928
2772
$4.2M ﹤0.01%
158,964
-1,355,295
2773
$4.2M ﹤0.01%
92,215
-97,263
2774
$4.19M ﹤0.01%
50,354
+8,851
2775
$4.18M ﹤0.01%
107,585
+30,171
109 110
111
112 113