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
3626
$1.57M ﹤0.01%
167,588
-17,946
3627
$1.57M ﹤0.01%
40,183
-9,815
3628
$1.56M ﹤0.01%
112,756
-40,754
3629
$1.56M ﹤0.01%
60,200
+16,312
3630
$1.56M ﹤0.01%
103,547
+91,994
3631
$1.56M ﹤0.01%
67,419
-3,104
3632
$1.56M ﹤0.01%
64,817
+59,104
3633
$1.56M ﹤0.01%
+142,434
3634
$1.56M ﹤0.01%
407,371
-8,875
3635
$1.56M ﹤0.01%
212,698
+19,036
3636
$1.56M ﹤0.01%
7,735
+1,903
3637
$1.55M ﹤0.01%
87,475
+53,110
3638
$1.55M ﹤0.01%
153,513
+66,458
3639
$1.55M ﹤0.01%
121,382
-199,664
3640
$1.55M ﹤0.01%
110,028
+28,860
3641
$1.55M ﹤0.01%
36,163
+1,132
3642
$1.55M ﹤0.01%
43,677
+30,528
3643
$1.54M ﹤0.01%
56,806
-3,270
3644
$1.54M ﹤0.01%
114,528
-6,106
3645
$1.54M ﹤0.01%
115,519
-66,909
3646
$1.54M ﹤0.01%
18,398
-217,272
3647
$1.54M ﹤0.01%
71,139
-3,675
3648
$1.54M ﹤0.01%
332,634
+19,723
3649
$1.54M ﹤0.01%
364,611
-54,815
3650
$1.54M ﹤0.01%
77,546
-22,759
144 145
146
147 148