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
3176
$2.71M ﹤0.01%
169,168
-9,332
3177
$2.71M ﹤0.01%
85,952
+4,332
3178
$2.71M ﹤0.01%
111,231
-144,198
3179
$2.7M ﹤0.01%
59,362
-9,318
3180
$2.7M ﹤0.01%
229,552
-101,577
3181
$2.7M ﹤0.01%
139,437
+34,818
3182
$2.7M ﹤0.01%
556,298
+33,080
3183
$2.69M ﹤0.01%
98,691
-85,120
3184
$2.69M ﹤0.01%
69,138
+4,161
3185
$2.68M ﹤0.01%
73,745
+16,939
3186
$2.68M ﹤0.01%
277,042
+87,111
3187
$2.68M ﹤0.01%
80,763
-14,817
3188
$2.67M ﹤0.01%
57,980
+4,385
3189
$2.67M ﹤0.01%
65,766
-66,310
3190
$2.67M ﹤0.01%
57,960
-124,192
3191
$2.67M ﹤0.01%
120,777
-42,419
3192
$2.66M ﹤0.01%
475,180
+9,911
3193
$2.66M ﹤0.01%
66,973
+45,210
3194
$2.66M ﹤0.01%
310,599
-58,822
3195
$2.65M ﹤0.01%
317,617
+73,401
3196
$2.65M ﹤0.01%
53,416
+25,097
3197
$2.65M ﹤0.01%
142,068
-4,054
3198
$2.65M ﹤0.01%
434,299
-76,776
3199
$2.64M ﹤0.01%
63,313
+15,270
3200
$2.64M ﹤0.01%
213,329
-842,860
126 127
128
129 130