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
3001
$3.32M ﹤0.01%
174,452
-102,878
3002
$3.32M ﹤0.01%
158,820
-13,640
3003
$3.31M ﹤0.01%
62,322
-198,320
3004
$3.31M ﹤0.01%
248,690
-130,029
3005
$3.31M ﹤0.01%
34,643
-10,568
3006
$3.31M ﹤0.01%
121,392
+114,339
3007
$3.31M ﹤0.01%
86,105
+11,439
3008
$3.31M ﹤0.01%
113,864
-34,125
3009
$3.3M ﹤0.01%
77,989
-7,596
3010
$3.3M ﹤0.01%
105,126
-108,401
3011
$3.3M ﹤0.01%
74,243
+62,773
3012
$3.3M ﹤0.01%
54,026
-54,301
3013
$3.3M ﹤0.01%
239,115
+111,614
3014
$3.29M ﹤0.01%
34,601
-14,523
3015
$3.29M ﹤0.01%
124,640
+82,597
3016
$3.28M ﹤0.01%
141,325
-415,659
3017
$3.28M ﹤0.01%
193,216
-127,660
3018
$3.28M ﹤0.01%
233,840
+73,115
3019
$3.27M ﹤0.01%
214,884
+17,445
3020
$3.27M ﹤0.01%
202,011
+129,338
3021
$3.27M ﹤0.01%
122,848
-117,847
3022
$3.26M ﹤0.01%
74,219
-217,572
3023
$3.26M ﹤0.01%
36,009
-2,795
3024
$3.26M ﹤0.01%
103,125
+51,560
3025
$3.26M ﹤0.01%
76,686
+76,103
119 120
121
122 123