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
3426
$2.03M ﹤0.01%
58,960
-17,680
3427
$2.03M ﹤0.01%
71,428
+16,327
3428
$2.03M ﹤0.01%
19,310
+10,551
3429
$2.02M ﹤0.01%
54,936
-15,457
3430
$2.02M ﹤0.01%
100,246
+4,463
3431
$2.02M ﹤0.01%
284,085
-17,430
3432
$2.02M ﹤0.01%
100,738
+75,240
3433
$2.01M ﹤0.01%
229,998
-165,845
3434
$2.01M ﹤0.01%
40,173
+1,170
3435
$2.01M ﹤0.01%
364,933
+13,515
3436
$2.01M ﹤0.01%
69,812
+66,990
3437
$2.01M ﹤0.01%
41,551
+1,470
3438
$2M ﹤0.01%
+170,583
3439
$2M ﹤0.01%
180,981
+55,522
3440
$2M ﹤0.01%
65,956
-18,539
3441
$2M ﹤0.01%
85,751
-3,781
3442
$1.99M ﹤0.01%
386,944
-14
3443
$1.99M ﹤0.01%
57,740
-17,516
3444
$1.98M ﹤0.01%
36,608
+7,458
3445
$1.97M ﹤0.01%
58,557
-1,541,873
3446
$1.97M ﹤0.01%
76,881
+31,949
3447
$1.97M ﹤0.01%
155,571
+3,751
3448
$1.96M ﹤0.01%
85,248
-24,456
3449
$1.95M ﹤0.01%
80,377
-460,778
3450
$1.95M ﹤0.01%
82,851
-88,623
136 137
138
139 140