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
2901
$3.7M ﹤0.01%
163,584
-13,681
2902
$3.69M ﹤0.01%
164,559
+116,935
2903
$3.69M ﹤0.01%
1,378,896
+111,024
2904
$3.69M ﹤0.01%
112,623
+51,551
2905
$3.68M ﹤0.01%
235,114
+17,885
2906
$3.68M ﹤0.01%
443,815
-59,207
2907
$3.68M ﹤0.01%
76,440
+15,214
2908
$3.67M ﹤0.01%
150,453
+38,028
2909
$3.67M ﹤0.01%
170,961
+31,742
2910
$3.67M ﹤0.01%
197,529
+120,271
2911
$3.67M ﹤0.01%
135,078
+7,338
2912
$3.66M ﹤0.01%
150,500
+66,592
2913
$3.65M ﹤0.01%
254,644
-134,460
2914
$3.65M ﹤0.01%
10,036
-1,831
2915
$3.65M ﹤0.01%
191,231
-72,352
2916
$3.65M ﹤0.01%
65,408
+4,710
2917
$3.65M ﹤0.01%
625,459
+75,583
2918
$3.64M ﹤0.01%
877,220
+658,145
2919
$3.63M ﹤0.01%
428,403
-385,324
2920
$3.63M ﹤0.01%
466,702
+1,347
2921
$3.63M ﹤0.01%
46,963
+4,183
2922
$3.63M ﹤0.01%
146,291
+4,054
2923
$3.63M ﹤0.01%
88,028
-4,221
2924
$3.62M ﹤0.01%
146,168
+8,536
2925
$3.62M ﹤0.01%
+227,475
115 116
117
118 119