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
2876
$3.81M ﹤0.01%
157,275
+118,547
2877
$3.8M ﹤0.01%
142,699
+18,353
2878
$3.79M ﹤0.01%
35,127
+9,267
2879
$3.79M ﹤0.01%
158,693
+129,066
2880
$3.79M ﹤0.01%
48,263
-51,666
2881
$3.78M ﹤0.01%
231,015
+17,662
2882
$3.78M ﹤0.01%
230,269
-188,166
2883
$3.78M ﹤0.01%
110,347
-245,919
2884
$3.77M ﹤0.01%
150,883
+112,133
2885
$3.77M ﹤0.01%
101,605
-18,510
2886
$3.77M ﹤0.01%
128,850
-14,907
2887
$3.77M ﹤0.01%
181,116
-13,343
2888
$3.77M ﹤0.01%
105,887
-37,443
2889
$3.76M ﹤0.01%
268,649
+39,110
2890
$3.76M ﹤0.01%
662,568
+81,489
2891
$3.76M ﹤0.01%
62,544
-103,746
2892
$3.75M ﹤0.01%
68,159
-88,865
2893
$3.74M ﹤0.01%
311,004
+41,102
2894
$3.73M ﹤0.01%
255,741
-185,987
2895
$3.72M ﹤0.01%
251,902
+91,766
2896
$3.72M ﹤0.01%
165,616
+27,567
2897
$3.72M ﹤0.01%
173,855
-58,869
2898
$3.72M ﹤0.01%
34,391
+3,520
2899
$3.71M ﹤0.01%
228,835
+7,765
2900
$3.7M ﹤0.01%
558,542
+44,200
114 115
116
117 118