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
3051
$3.17M ﹤0.01%
183,538
+8,738
3052
$3.17M ﹤0.01%
93,275
-8,475
3053
$3.17M ﹤0.01%
214,024
+157,494
3054
$3.17M ﹤0.01%
133,545
+127,105
3055
$3.16M ﹤0.01%
50,191
-5,561
3056
$3.16M ﹤0.01%
132,085
+108,366
3057
$3.16M ﹤0.01%
229,969
-82,575
3058
$3.16M ﹤0.01%
45,519
+102
3059
$3.16M ﹤0.01%
181,322
+4,044
3060
$3.14M ﹤0.01%
46,879
-251,542
3061
$3.14M ﹤0.01%
62,521
-49,610
3062
$3.14M ﹤0.01%
514,830
-85,984
3063
$3.13M ﹤0.01%
89,477
+26,692
3064
$3.13M ﹤0.01%
486,955
-17,096
3065
$3.13M ﹤0.01%
169,996
+33,224
3066
$3.12M ﹤0.01%
215,146
+55,267
3067
$3.12M ﹤0.01%
90,503
+75,646
3068
$3.12M ﹤0.01%
112,420
+41,456
3069
$3.12M ﹤0.01%
63,236
-26,654
3070
$3.12M ﹤0.01%
193,672
-7,137
3071
$3.11M ﹤0.01%
7,283
+5,561
3072
$3.1M ﹤0.01%
202,493
-18,431
3073
$3.1M ﹤0.01%
61,362
-684
3074
$3.1M ﹤0.01%
74,736
-24,852
3075
$3.1M ﹤0.01%
173,561
+6,854
121 122
123
124 125