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
3601
$1.63M ﹤0.01%
12,886
-23,053
3602
$1.63M ﹤0.01%
141,840
+21,131
3603
$1.63M ﹤0.01%
34,929
-23,395
3604
$1.63M ﹤0.01%
114,966
+95,382
3605
$1.63M ﹤0.01%
41,903
-128,856
3606
$1.62M ﹤0.01%
44,095
-21,828
3607
$1.61M ﹤0.01%
92,871
+23,175
3608
$1.61M ﹤0.01%
1,938
-1,094
3609
$1.61M ﹤0.01%
81,748
-96,968
3610
$1.61M ﹤0.01%
180,856
+8,113
3611
$1.6M ﹤0.01%
225,410
+53,358
3612
$1.6M ﹤0.01%
117,692
-112,384
3613
$1.6M ﹤0.01%
132,629
+53,764
3614
$1.6M ﹤0.01%
389,200
+10,517
3615
$1.6M ﹤0.01%
121,020
+6,486
3616
$1.59M ﹤0.01%
108,100
-34,642
3617
$1.59M ﹤0.01%
64,922
+11,422
3618
$1.59M ﹤0.01%
45,752
-1,076
3619
$1.59M ﹤0.01%
43,079
+255
3620
$1.58M ﹤0.01%
116,806
-11,185
3621
$1.58M ﹤0.01%
98,255
-6,346
3622
$1.58M ﹤0.01%
127,173
+9,108
3623
$1.58M ﹤0.01%
43,352
+11,854
3624
$1.58M ﹤0.01%
298,002
-26,785
3625
$1.57M ﹤0.01%
157,168
-82,976
143 144
145
146 147