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
2851
$3.92M ﹤0.01%
70,474
+10,786
2852
$3.91M ﹤0.01%
72,482
+23,748
2853
$3.9M ﹤0.01%
61,305
-147,587
2854
$3.9M ﹤0.01%
62,765
+7,147
2855
$3.89M ﹤0.01%
468,677
-78,785
2856
$3.88M ﹤0.01%
275,240
-57,152
2857
$3.88M ﹤0.01%
133,463
+8,111
2858
$3.88M ﹤0.01%
161,862
-13,956
2859
$3.88M ﹤0.01%
149,457
+1,380
2860
$3.87M ﹤0.01%
58,115
+23,519
2861
$3.85M ﹤0.01%
232,922
+54,848
2862
$3.85M ﹤0.01%
86,365
-6,006
2863
$3.85M ﹤0.01%
253,651
-164,231
2864
$3.84M ﹤0.01%
473,104
-154,063
2865
$3.84M ﹤0.01%
278,366
-38,071
2866
$3.83M ﹤0.01%
195,708
+48,781
2867
$3.83M ﹤0.01%
38,476
+12,028
2868
$3.83M ﹤0.01%
287,048
+27,296
2869
$3.82M ﹤0.01%
108,763
-570,196
2870
$3.82M ﹤0.01%
168,034
+3,912
2871
$3.82M ﹤0.01%
35,319
-2,110
2872
$3.82M ﹤0.01%
147,673
+47,995
2873
$3.81M ﹤0.01%
35,685
+4,380
2874
$3.81M ﹤0.01%
348,330
+49,713
2875
$3.81M ﹤0.01%
86,659
+46,982
113 114
115
116 117