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
3201
$2.64M ﹤0.01%
111,285
-20,483
3202
$2.64M ﹤0.01%
587,093
+24,215
3203
$2.63M ﹤0.01%
92,336
-3,101
3204
$2.63M ﹤0.01%
245,440
+244,607
3205
$2.63M ﹤0.01%
39,384
-14,079
3206
$2.63M ﹤0.01%
97,971
+20,057
3207
$2.63M ﹤0.01%
296,405
-15,518
3208
$2.63M ﹤0.01%
155,518
-20,288
3209
$2.62M ﹤0.01%
72,378
+5,548
3210
$2.62M ﹤0.01%
92,588
+28,679
3211
$2.62M ﹤0.01%
64,610
-72,840
3212
$2.61M ﹤0.01%
215,674
+25,711
3213
$2.61M ﹤0.01%
72,172
+45,564
3214
$2.61M ﹤0.01%
149,383
-354,549
3215
$2.61M ﹤0.01%
20,516
-6,630
3216
$2.59M ﹤0.01%
77,655
-12,303
3217
$2.59M ﹤0.01%
71,375
+4,317
3218
$2.59M ﹤0.01%
545,329
-78,728
3219
$2.59M ﹤0.01%
147,387
-4,233
3220
$2.57M ﹤0.01%
135,736
+6,073
3221
$2.57M ﹤0.01%
101,797
-15,337
3222
$2.57M ﹤0.01%
103,080
+97,316
3223
$2.57M ﹤0.01%
167,454
-36,602
3224
$2.56M ﹤0.01%
113,441
+13,313
3225
$2.56M ﹤0.01%
246,276
+28,311
127 128
129
130 131