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
3276
$2.4M ﹤0.01%
95,676
+17,047
3277
$2.4M ﹤0.01%
83,210
+29,201
3278
$2.4M ﹤0.01%
40,291
-41,946
3279
$2.4M ﹤0.01%
155,272
-9,525
3280
$2.4M ﹤0.01%
55,223
-17,178
3281
$2.4M ﹤0.01%
141,100
+131,510
3282
$2.39M ﹤0.01%
162,540
+3,398
3283
$2.39M ﹤0.01%
169,930
+44,972
3284
$2.39M ﹤0.01%
377,795
-292,575
3285
$2.38M ﹤0.01%
91,265
+11,346
3286
$2.37M ﹤0.01%
109,536
+6,524
3287
$2.37M ﹤0.01%
248,942
+87,850
3288
$2.37M ﹤0.01%
109,480
+430
3289
$2.37M ﹤0.01%
62,800
+31,362
3290
$2.36M ﹤0.01%
235,238
+47,563
3291
$2.36M ﹤0.01%
277,882
+172,878
3292
$2.35M ﹤0.01%
189,265
+10,060
3293
$2.35M ﹤0.01%
103,286
+6,945
3294
$2.35M ﹤0.01%
423,025
+313,532
3295
$2.35M ﹤0.01%
48,357
+24,770
3296
$2.35M ﹤0.01%
38,369
+2,642
3297
$2.35M ﹤0.01%
579,456
-2,032,692
3298
$2.33M ﹤0.01%
45,662
+345
3299
$2.33M ﹤0.01%
43,881
+1,078
3300
$2.33M ﹤0.01%
111,162
-196,194
130 131
132
133 134