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
3251
$2.47M ﹤0.01%
30,912
-2,520
3252
$2.46M ﹤0.01%
84,606
-21,447
3253
$2.46M ﹤0.01%
184,656
-20,230
3254
$2.45M ﹤0.01%
119,610
-108,001
3255
$2.45M ﹤0.01%
85,762
+51,914
3256
$2.45M ﹤0.01%
29,539
-51,320
3257
$2.44M ﹤0.01%
75,100
+24,414
3258
$2.44M ﹤0.01%
45,379
-24,530
3259
$2.43M ﹤0.01%
439,040
+299,244
3260
$2.43M ﹤0.01%
87,260
-11,792
3261
$2.43M ﹤0.01%
160,501
-195,092
3262
$2.43M ﹤0.01%
49,857
+9,703
3263
$2.43M ﹤0.01%
160,065
-155,064
3264
$2.43M ﹤0.01%
105,236
-10,174
3265
$2.42M ﹤0.01%
78,760
-17,172
3266
$2.42M ﹤0.01%
32,766
-22,234
3267
$2.42M ﹤0.01%
55,308
+14,358
3268
$2.41M ﹤0.01%
119,865
-9,529
3269
$2.41M ﹤0.01%
99,781
-29,418
3270
$2.41M ﹤0.01%
216,567
+94,723
3271
$2.41M ﹤0.01%
65,295
+24,531
3272
$2.41M ﹤0.01%
128,739
+6,158
3273
$2.41M ﹤0.01%
13,336
+2,536
3274
$2.4M ﹤0.01%
252,039
+182,189
3275
$2.4M ﹤0.01%
444,368
+247,040
129 130
131
132 133