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
3226
$2.56M ﹤0.01%
332,879
-63,418
3227
$2.56M ﹤0.01%
37,019
+23,070
3228
$2.56M ﹤0.01%
69,930
+16,968
3229
$2.55M ﹤0.01%
160,507
+9,515
3230
$2.55M ﹤0.01%
25,614
+1,447
3231
$2.54M ﹤0.01%
85,530
-246,919
3232
$2.53M ﹤0.01%
49,625
+2,768
3233
$2.53M ﹤0.01%
145,844
+84,592
3234
$2.53M ﹤0.01%
433,105
+117,847
3235
$2.52M ﹤0.01%
88,811
+73,579
3236
$2.52M ﹤0.01%
256,067
-14,149
3237
$2.52M ﹤0.01%
64,431
+38,799
3238
$2.51M ﹤0.01%
65,798
-26,952
3239
$2.51M ﹤0.01%
49,363
+3,349
3240
$2.5M ﹤0.01%
174,019
+1,581
3241
$2.5M ﹤0.01%
77,992
+20,199
3242
$2.5M ﹤0.01%
68,853
+12,151
3243
$2.49M ﹤0.01%
49,562
+42,635
3244
$2.49M ﹤0.01%
129,182
+54,583
3245
$2.49M ﹤0.01%
106,487
+76,385
3246
$2.48M ﹤0.01%
131,010
-394,899
3247
$2.48M ﹤0.01%
35,923
-5,352
3248
$2.48M ﹤0.01%
333,726
-473,254
3249
$2.47M ﹤0.01%
320,253
-270,132
3250
$2.47M ﹤0.01%
153,350
+5,915
128 129
130
131 132