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
3451
$1.95M ﹤0.01%
288,816
+8,582
3452
$1.94M ﹤0.01%
48,784
-1,046
3453
$1.94M ﹤0.01%
73,042
-12,519
3454
$1.94M ﹤0.01%
90,180
+23,746
3455
$1.94M ﹤0.01%
189,204
-10,204
3456
$1.94M ﹤0.01%
90,331
+38,077
3457
$1.93M ﹤0.01%
62,055
-38,494
3458
$1.93M ﹤0.01%
135,184
+3,319
3459
$1.93M ﹤0.01%
149,307
+72,688
3460
$1.93M ﹤0.01%
119,629
-262,322
3461
$1.92M ﹤0.01%
1,169
+314
3462
$1.91M ﹤0.01%
21,581
+10,760
3463
$1.91M ﹤0.01%
75,774
+14,409
3464
$1.9M ﹤0.01%
123,875
+123,327
3465
$1.9M ﹤0.01%
70,668
+20,035
3466
$1.9M ﹤0.01%
300,972
-383,903
3467
$1.9M ﹤0.01%
115,689
+98,550
3468
$1.89M ﹤0.01%
240,027
+92,096
3469
$1.89M ﹤0.01%
69,554
-28,468
3470
$1.89M ﹤0.01%
32,797
+3,872
3471
$1.89M ﹤0.01%
254,839
+70,336
3472
$1.89M ﹤0.01%
1,642
-200
3473
$1.88M ﹤0.01%
116,265
+26,228
3474
$1.88M ﹤0.01%
222,523
+39,093
3475
$1.88M ﹤0.01%
33,633
+14,050
137 138
139
140 141