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
2801
$4.1M ﹤0.01%
104,627
-33,194
2802
$4.1M ﹤0.01%
601,716
+13,063
2803
$4.1M ﹤0.01%
352,412
+40,934
2804
$4.1M ﹤0.01%
63,406
+3,431
2805
$4.1M ﹤0.01%
96,891
+17,211
2806
$4.1M ﹤0.01%
185,411
-94,174
2807
$4.09M ﹤0.01%
161,922
-14,126
2808
$4.09M ﹤0.01%
85,554
-2,430
2809
$4.09M ﹤0.01%
315,187
-25,395
2810
$4.08M ﹤0.01%
213,412
+879
2811
$4.08M ﹤0.01%
361,673
+38,747
2812
$4.07M ﹤0.01%
248,700
-61,560
2813
$4.07M ﹤0.01%
162,471
-292,676
2814
$4.07M ﹤0.01%
101,186
+99,486
2815
$4.06M ﹤0.01%
156,666
+112,287
2816
$4.06M ﹤0.01%
107,777
+17,123
2817
$4.05M ﹤0.01%
305,295
-15,294,127
2818
$4.05M ﹤0.01%
148,884
+132,174
2819
$4.05M ﹤0.01%
117,035
+8,392
2820
$4.04M ﹤0.01%
64,113
+30,291
2821
$4.04M ﹤0.01%
358,026
+158,870
2822
$4.04M ﹤0.01%
644,011
+274,970
2823
$4.03M ﹤0.01%
159,634
+7,780
2824
$4.03M ﹤0.01%
186,202
+146,119
2825
$4.01M ﹤0.01%
299,558
-154,328
111 112
113
114 115