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
2826
$4M ﹤0.01%
72,129
-14,239
2827
$4M ﹤0.01%
70,768
+21,424
2828
$4M ﹤0.01%
390,039
-40,110
2829
$3.99M ﹤0.01%
212,762
+61,183
2830
$3.98M ﹤0.01%
116,454
+81,997
2831
$3.97M ﹤0.01%
276,506
+21,300
2832
$3.97M ﹤0.01%
241,914
-93,328
2833
$3.96M ﹤0.01%
78,652
-61,221
2834
$3.96M ﹤0.01%
77,123
-9,561
2835
$3.94M ﹤0.01%
165,104
+4,957
2836
$3.94M ﹤0.01%
268,122
-64,757
2837
$3.94M ﹤0.01%
544,026
+273,742
2838
$3.94M ﹤0.01%
177,656
+136,892
2839
$3.94M ﹤0.01%
573,309
+474,703
2840
$3.93M ﹤0.01%
198,033
+620
2841
$3.93M ﹤0.01%
135,641
-7,257
2842
$3.93M ﹤0.01%
99,339
-19,273
2843
$3.93M ﹤0.01%
173,395
+5,511
2844
$3.93M ﹤0.01%
68,377
-113,869
2845
$3.93M ﹤0.01%
50,371
-45,531
2846
$3.93M ﹤0.01%
145,542
-2,454
2847
$3.93M ﹤0.01%
78,980
+10,531
2848
$3.93M ﹤0.01%
242,208
+13,640
2849
$3.92M ﹤0.01%
153,120
+67,006
2850
$3.92M ﹤0.01%
104,048
+47,372
112 113
114
115 116