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
3126
$2.89M ﹤0.01%
88,103
-10,611
3127
$2.88M ﹤0.01%
190,400
+4,104
3128
$2.88M ﹤0.01%
154,583
+5,423
3129
$2.87M ﹤0.01%
64,658
+36,561
3130
$2.87M ﹤0.01%
47,718
+21,203
3131
$2.87M ﹤0.01%
57,233
-3,066
3132
$2.86M ﹤0.01%
120,210
-18,451
3133
$2.86M ﹤0.01%
58,260
-120,590
3134
$2.85M ﹤0.01%
442,171
-137,408
3135
$2.85M ﹤0.01%
141,773
+87,763
3136
$2.84M ﹤0.01%
354,722
-140,290
3137
$2.84M ﹤0.01%
25,691
-40,513
3138
$2.83M ﹤0.01%
252,634
-46,876
3139
$2.83M ﹤0.01%
116,352
+9,386
3140
$2.82M ﹤0.01%
205,813
+94,581
3141
$2.81M ﹤0.01%
189,206
-28,365
3142
$2.81M ﹤0.01%
46,457
+3,769
3143
$2.8M ﹤0.01%
112,528
-3,100
3144
$2.8M ﹤0.01%
214,501
+126,154
3145
$2.8M ﹤0.01%
194,108
+5,577
3146
$2.8M ﹤0.01%
53,290
-16,439
3147
$2.79M ﹤0.01%
101,259
+15,052
3148
$2.79M ﹤0.01%
178,677
-386,186
3149
$2.79M ﹤0.01%
215,199
+42,160
3150
$2.78M ﹤0.01%
127,355
+127,230
124 125
126
127 128