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
3576
$1.68M ﹤0.01%
10,900
-1,147
3577
$1.68M ﹤0.01%
153,275
-91,864
3578
$1.67M ﹤0.01%
30,692
+29,998
3579
$1.66M ﹤0.01%
254,846
+243,955
3580
$1.66M ﹤0.01%
148,516
-49,854
3581
$1.66M ﹤0.01%
62,040
+18,483
3582
$1.66M ﹤0.01%
90,590
+27,565
3583
$1.66M ﹤0.01%
57,585
+10,258
3584
$1.66M ﹤0.01%
97,314
-7,186
3585
$1.66M ﹤0.01%
66,469
-916,976
3586
$1.66M ﹤0.01%
259,847
-153,272
3587
$1.66M ﹤0.01%
227,813
-27,722
3588
$1.65M ﹤0.01%
26,894
-191,246
3589
$1.65M ﹤0.01%
52,241
+12,119
3590
$1.65M ﹤0.01%
139,749
-180,207
3591
$1.65M ﹤0.01%
124,862
-19,571
3592
$1.65M ﹤0.01%
191,469
-67,746
3593
$1.64M ﹤0.01%
25,324
-18,701
3594
$1.64M ﹤0.01%
24,626
+15,859
3595
$1.64M ﹤0.01%
110,620
+84,590
3596
$1.64M ﹤0.01%
40,596
+38,615
3597
$1.64M ﹤0.01%
44,360
+12,112
3598
$1.63M ﹤0.01%
24,517
+7,512
3599
$1.63M ﹤0.01%
127,522
+2,352
3600
$1.63M ﹤0.01%
112,262
-29,328
142 143
144
145 146