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
3476
$1.88M ﹤0.01%
291,456
-65,112
3477
$1.88M ﹤0.01%
70,869
-815
3478
$1.87M ﹤0.01%
123,625
+28,707
3479
$1.87M ﹤0.01%
40,244
+5,387
3480
$1.86M ﹤0.01%
118,932
+93,830
3481
$1.86M ﹤0.01%
59,224
+9,035
3482
$1.86M ﹤0.01%
109,362
-1,063
3483
$1.86M ﹤0.01%
1,119,708
-249,469
3484
$1.85M ﹤0.01%
156,892
+36,156
3485
$1.85M ﹤0.01%
103,184
+7,110
3486
$1.84M ﹤0.01%
152,588
-12,644
3487
$1.84M ﹤0.01%
52,267
+4,160
3488
$1.84M ﹤0.01%
92,836
+21,162
3489
$1.84M ﹤0.01%
38,538
-25,870
3490
$1.84M ﹤0.01%
11,170
+2,328
3491
$1.84M ﹤0.01%
158,224
-33,755
3492
$1.84M ﹤0.01%
153,983
+130,155
3493
$1.83M ﹤0.01%
129,301
+14,629
3494
$1.83M ﹤0.01%
97,650
+71,319
3495
$1.83M ﹤0.01%
177,388
-209,622
3496
$1.83M ﹤0.01%
385,859
-312,797
3497
$1.83M ﹤0.01%
88,148
-8,259
3498
$1.82M ﹤0.01%
106,939
-5,859
3499
$1.82M ﹤0.01%
735,479
+710,389
3500
$1.82M ﹤0.01%
219,962
-32,009
138 139
140
141 142