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
2976
$3.4M ﹤0.01%
483,063
+85,545
2977
$3.39M ﹤0.01%
65,126
+38,537
2978
$3.39M ﹤0.01%
79,238
-73,819
2979
$3.39M ﹤0.01%
52,071
+28,089
2980
$3.39M ﹤0.01%
122,056
-53,156
2981
$3.39M ﹤0.01%
86,112
+10,796
2982
$3.38M ﹤0.01%
50,981
+47,842
2983
$3.38M ﹤0.01%
113,568
-10,372
2984
$3.38M ﹤0.01%
103,212
+92,393
2985
$3.38M ﹤0.01%
175,892
-16,180
2986
$3.38M ﹤0.01%
43,332
-148,950
2987
$3.38M ﹤0.01%
+62,209
2988
$3.38M ﹤0.01%
68,287
+39,460
2989
$3.38M ﹤0.01%
48,795
-18,085
2990
$3.37M ﹤0.01%
105,382
+7,335
2991
$3.35M ﹤0.01%
140,033
+56,285
2992
$3.35M ﹤0.01%
371,947
+362,714
2993
$3.34M ﹤0.01%
380,675
-430,859
2994
$3.34M ﹤0.01%
148,824
+20,666
2995
$3.33M ﹤0.01%
71,600
+31,559
2996
$3.33M ﹤0.01%
46,030
+18,107
2997
$3.33M ﹤0.01%
9,784
-740
2998
$3.33M ﹤0.01%
134,348
+61,030
2999
$3.33M ﹤0.01%
44,351
+1,507
3000
$3.32M ﹤0.01%
198,869
-42,400
118 119
120
121 122