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
3351
$2.22M ﹤0.01%
256,190
-9,250
3352
$2.21M ﹤0.01%
192,496
+35,738
3353
$2.21M ﹤0.01%
131,496
+43,917
3354
$2.21M ﹤0.01%
289,935
-409,166
3355
$2.21M ﹤0.01%
137,890
+49,844
3356
$2.21M ﹤0.01%
34,088
+21,240
3357
$2.21M ﹤0.01%
384,770
+32,742
3358
$2.21M ﹤0.01%
97,881
-2,811
3359
$2.2M ﹤0.01%
57,913
-163,767
3360
$2.2M ﹤0.01%
103,902
-6,107
3361
$2.19M ﹤0.01%
187,789
+13,028
3362
$2.19M ﹤0.01%
49,677
-6,577
3363
$2.19M ﹤0.01%
286,413
-109,190
3364
$2.19M ﹤0.01%
102,942
-59,487
3365
$2.19M ﹤0.01%
179,821
+150,338
3366
$2.19M ﹤0.01%
73,855
+55,224
3367
$2.18M ﹤0.01%
120,780
+97,904
3368
$2.18M ﹤0.01%
+296,984
3369
$2.17M ﹤0.01%
76,905
-6,051
3370
$2.17M ﹤0.01%
828
-1,046
3371
$2.17M ﹤0.01%
142,855
-1,570
3372
$2.17M ﹤0.01%
31,993
-95,163
3373
$2.16M ﹤0.01%
50,712
+37,257
3374
$2.16M ﹤0.01%
751,842
-1,155,015
3375
$2.15M ﹤0.01%
39,634
-13,095
133 134
135
136 137