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
3076
$3.09M ﹤0.01%
209,771
-10,865
3077
$3.07M ﹤0.01%
436,232
-253,739
3078
$3.07M ﹤0.01%
160,637
-13,539
3079
$3.07M ﹤0.01%
976,960
-2,089
3080
$3.06M ﹤0.01%
61,607
-17,375
3081
$3.06M ﹤0.01%
109,875
+7,305
3082
$3.06M ﹤0.01%
138,242
+49,706
3083
$3.06M ﹤0.01%
218,697
-10,446
3084
$3.05M ﹤0.01%
337,506
+116,001
3085
$3.05M ﹤0.01%
331,133
+252,984
3086
$3.05M ﹤0.01%
874
-744
3087
$3.04M ﹤0.01%
192,492
+8,792
3088
$3.04M ﹤0.01%
140,215
-78,994
3089
$3.04M ﹤0.01%
163,456
-64,703
3090
$3.04M ﹤0.01%
439,050
-55,866
3091
$3.03M ﹤0.01%
1,131,061
-1,355,601
3092
$3.03M ﹤0.01%
229,810
-40,663
3093
$3.03M ﹤0.01%
292,242
+236,544
3094
$3.02M ﹤0.01%
105,741
+36,022
3095
$3.02M ﹤0.01%
46,103
+28,043
3096
$3.02M ﹤0.01%
59,048
-38,401
3097
$3M ﹤0.01%
217,738
-24,639
3098
$3M ﹤0.01%
58,058
-74,199
3099
$2.99M ﹤0.01%
364,190
-47,075
3100
$2.98M ﹤0.01%
151,800
+10,671
122 123
124
125 126