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
3151
$2.77M ﹤0.01%
243,320
-6,091
3152
$2.77M ﹤0.01%
281,993
-7,005
3153
$2.77M ﹤0.01%
205,272
+49,415
3154
$2.76M ﹤0.01%
72,957
-75,478
3155
$2.76M ﹤0.01%
552,317
+174,924
3156
$2.76M ﹤0.01%
198,980
+39,347
3157
$2.75M ﹤0.01%
129,612
-34,146
3158
$2.75M ﹤0.01%
227,009
-14,248
3159
$2.75M ﹤0.01%
151,042
-13,765
3160
$2.75M ﹤0.01%
71,260
+65,535
3161
$2.75M ﹤0.01%
32,904
-25,973
3162
$2.75M ﹤0.01%
108,740
+37,594
3163
$2.75M ﹤0.01%
100,062
+29,503
3164
$2.74M ﹤0.01%
75,399
+44,845
3165
$2.74M ﹤0.01%
328,309
+318,259
3166
$2.73M ﹤0.01%
113,802
+17,154
3167
$2.73M ﹤0.01%
189,896
+44,208
3168
$2.73M ﹤0.01%
126,788
+52,510
3169
$2.73M ﹤0.01%
96,162
+8,612
3170
$2.73M ﹤0.01%
71,762
+66,190
3171
$2.73M ﹤0.01%
121,326
+7,783
3172
$2.73M ﹤0.01%
97,299
+46,636
3173
$2.72M ﹤0.01%
256,625
+47,641
3174
$2.72M ﹤0.01%
141,188
-102,848
3175
$2.72M ﹤0.01%
125,792
-1,611
125 126
127
128 129