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
3301
$2.33M ﹤0.01%
57,268
-4,001
3302
$2.33M ﹤0.01%
206,295
-44,379
3303
$2.32M ﹤0.01%
87,290
-39,672
3304
$2.32M ﹤0.01%
328,390
+2,667
3305
$2.32M ﹤0.01%
282,837
+33,992
3306
$2.32M ﹤0.01%
89,209
+54,866
3307
$2.32M ﹤0.01%
39,250
+4,578
3308
$2.31M ﹤0.01%
64,531
+43,870
3309
$2.31M ﹤0.01%
48,234
+2,797
3310
$2.31M ﹤0.01%
301,436
-26,107
3311
$2.31M ﹤0.01%
61,186
+17,470
3312
$2.31M ﹤0.01%
49,951
-3,846
3313
$2.3M ﹤0.01%
119,108
-41,969
3314
$2.3M ﹤0.01%
140,749
-11,754
3315
$2.3M ﹤0.01%
135,090
+44,178
3316
$2.3M ﹤0.01%
83,506
-7,428
3317
$2.3M ﹤0.01%
99,542
-84,072
3318
$2.29M ﹤0.01%
383,205
+232,828
3319
$2.29M ﹤0.01%
57,594
+18,614
3320
$2.29M ﹤0.01%
84,172
+12,643
3321
$2.28M ﹤0.01%
17,923
-29,398
3322
$2.28M ﹤0.01%
97,130
-47,757
3323
$2.28M ﹤0.01%
139,538
+81,696
3324
$2.28M ﹤0.01%
167,986
-14,307
3325
$2.28M ﹤0.01%
40,956
+34,189
131 132
133
134 135