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
3026
$3.26M ﹤0.01%
131,335
+5,989
3027
$3.26M ﹤0.01%
224,528
-6
3028
$3.26M ﹤0.01%
171,710
+123,916
3029
$3.26M ﹤0.01%
327,044
+5,157
3030
$3.25M ﹤0.01%
40,722
+4,080
3031
$3.24M ﹤0.01%
120,141
+4,301
3032
$3.24M ﹤0.01%
+116,388
3033
$3.24M ﹤0.01%
234,013
+42,270
3034
$3.24M ﹤0.01%
60,603
-21,796
3035
$3.24M ﹤0.01%
739,753
+466,093
3036
$3.24M ﹤0.01%
81,104
-31,078
3037
$3.22M ﹤0.01%
83,583
-154,622
3038
$3.21M ﹤0.01%
552,880
+200
3039
$3.21M ﹤0.01%
64,127
-124,419
3040
$3.21M ﹤0.01%
402,374
-45,589
3041
$3.2M ﹤0.01%
208,263
+26,823
3042
$3.2M ﹤0.01%
19,413
+9,995
3043
$3.19M ﹤0.01%
55,994
+4,408
3044
$3.19M ﹤0.01%
55,255
+20,345
3045
$3.19M ﹤0.01%
53,766
-56,732
3046
$3.18M ﹤0.01%
47,575
-41,276
3047
$3.18M ﹤0.01%
333,592
-52,704
3048
$3.18M ﹤0.01%
125,775
+277
3049
$3.17M ﹤0.01%
74,580
-7,176
3050
$3.17M ﹤0.01%
337,308
-258,788
120 121
122
123 124