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
3326
$2.27M ﹤0.01%
59,321
-5,315
3327
$2.27M ﹤0.01%
139,387
+14,602
3328
$2.27M ﹤0.01%
330,889
-30,745
3329
$2.27M ﹤0.01%
365,426
+98,110
3330
$2.26M ﹤0.01%
121,452
+2,195
3331
$2.26M ﹤0.01%
201,211
-207,883
3332
$2.26M ﹤0.01%
63,771
+7,893
3333
$2.26M ﹤0.01%
144,228
-27,118
3334
$2.26M ﹤0.01%
16,593
+580
3335
$2.25M ﹤0.01%
119,663
+10,064
3336
$2.25M ﹤0.01%
70,337
-922
3337
$2.25M ﹤0.01%
140,911
+3,518
3338
$2.25M ﹤0.01%
137,918
+13,063
3339
$2.25M ﹤0.01%
45,254
+11,469
3340
$2.24M ﹤0.01%
95,567
-31,222
3341
$2.24M ﹤0.01%
60,971
+12,080
3342
$2.23M ﹤0.01%
21,886
-1,583
3343
$2.23M ﹤0.01%
162,445
+79,584
3344
$2.23M ﹤0.01%
146,547
-24,066
3345
$2.23M ﹤0.01%
93,497
-229,433
3346
$2.23M ﹤0.01%
220,466
+6,830
3347
$2.23M ﹤0.01%
37,124
-1,426
3348
$2.22M ﹤0.01%
28,523
+8,558
3349
$2.22M ﹤0.01%
74,823
-103,645
3350
$2.22M ﹤0.01%
70,411
+44,220
132 133
134
135 136