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
3501
$1.82M ﹤0.01%
+89,900
3502
$1.82M ﹤0.01%
129,556
-291,016
3503
$1.82M ﹤0.01%
270
-81
3504
$1.82M ﹤0.01%
73,254
+25,689
3505
$1.81M ﹤0.01%
56,991
-3,117
3506
$1.81M ﹤0.01%
65,801
-20,140
3507
$1.81M ﹤0.01%
130,030
-131,725
3508
$1.8M ﹤0.01%
14,002
+5,502
3509
$1.8M ﹤0.01%
44,618
-22,475
3510
$1.8M ﹤0.01%
137,450
+82,486
3511
$1.8M ﹤0.01%
23,809
-17,113
3512
$1.79M ﹤0.01%
137,523
-3,926
3513
$1.79M ﹤0.01%
74,099
-33,604
3514
$1.79M ﹤0.01%
56,220
+11,038
3515
$1.79M ﹤0.01%
75,756
-8,974
3516
$1.79M ﹤0.01%
27,922
+1,014
3517
$1.77M ﹤0.01%
138,202
+105,306
3518
$1.77M ﹤0.01%
70,367
+7,115
3519
$1.77M ﹤0.01%
36,781
-3,560
3520
$1.76M ﹤0.01%
188,728
-5,124
3521
$1.76M ﹤0.01%
154,323
+153,450
3522
$1.76M ﹤0.01%
37,869
+6,511
3523
$1.76M ﹤0.01%
105,825
+4,093
3524
$1.75M ﹤0.01%
61,168
+42,984
3525
$1.75M ﹤0.01%
174,422
+6,143
139 140
141
142 143