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
3526
$1.75M ﹤0.01%
60,464
-44,572
3527
$1.75M ﹤0.01%
123,311
+19,726
3528
$1.75M ﹤0.01%
108,792
+34,634
3529
$1.75M ﹤0.01%
22,794
+168
3530
$1.75M ﹤0.01%
94,043
-28,797
3531
$1.75M ﹤0.01%
203,316
+142,804
3532
$1.75M ﹤0.01%
40,876
-1,941
3533
$1.74M ﹤0.01%
128,137
-103,278
3534
$1.74M ﹤0.01%
69,056
-4,411
3535
$1.74M ﹤0.01%
90,575
-103,500
3536
$1.74M ﹤0.01%
65,686
+22,688
3537
$1.74M ﹤0.01%
52,758
-25,034
3538
$1.73M ﹤0.01%
49,419
+14,982
3539
$1.73M ﹤0.01%
92,971
+8,345
3540
$1.73M ﹤0.01%
54,621
+48,652
3541
$1.73M ﹤0.01%
67,400
-98,437
3542
$1.73M ﹤0.01%
138,559
-5,294
3543
$1.73M ﹤0.01%
26,843
-102,542
3544
$1.73M ﹤0.01%
103,229
+24,935
3545
$1.73M ﹤0.01%
64,817
+5,164
3546
$1.72M ﹤0.01%
92,897
+46,341
3547
$1.72M ﹤0.01%
195,364
-103,548
3548
$1.72M ﹤0.01%
134,250
+2,103
3549
$1.72M ﹤0.01%
80,729
+60,183
3550
$1.72M ﹤0.01%
30,697
-6,068
140 141
142
143 144