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
3376
$2.15M ﹤0.01%
52,981
-15,398
3377
$2.14M ﹤0.01%
4,141
+422
3378
$2.14M ﹤0.01%
21,177
+2,548
3379
$2.14M ﹤0.01%
83,503
+5,365
3380
$2.14M ﹤0.01%
84,138
+8,003
3381
$2.14M ﹤0.01%
73,326
+70,435
3382
$2.14M ﹤0.01%
173,842
+963
3383
$2.14M ﹤0.01%
76,284
-593,303
3384
$2.13M ﹤0.01%
45,575
+31,230
3385
$2.13M ﹤0.01%
39,331
-2,037
3386
$2.13M ﹤0.01%
151,263
+5,491
3387
$2.12M ﹤0.01%
6,377
+1,763
3388
$2.12M ﹤0.01%
79,586
-125,267
3389
$2.11M ﹤0.01%
39,402
-5,600
3390
$2.11M ﹤0.01%
364,297
-77,907
3391
$2.11M ﹤0.01%
124,775
+41,422
3392
$2.11M ﹤0.01%
73,424
-9,856
3393
$2.1M ﹤0.01%
87,576
-45,543
3394
$2.1M ﹤0.01%
156,299
-152,634
3395
$2.1M ﹤0.01%
36,113
-18,678
3396
$2.1M ﹤0.01%
103,531
-136,307
3397
$2.1M ﹤0.01%
101,241
+54,668
3398
$2.1M ﹤0.01%
222,402
-39,646
3399
$2.09M ﹤0.01%
41,588
-671
3400
$2.08M ﹤0.01%
155,966
+97,832
134 135
136
137 138