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
3651
$1.54M ﹤0.01%
118,086
+17,331
3652
$1.53M ﹤0.01%
63,726
+16,928
3653
$1.52M ﹤0.01%
56,873
+54,941
3654
$1.52M ﹤0.01%
144,800
-26,290
3655
$1.52M ﹤0.01%
60,180
-2,154
3656
$1.52M ﹤0.01%
132,973
-25,035
3657
$1.52M ﹤0.01%
71,102
-145,848
3658
$1.51M ﹤0.01%
2,469
-10,083
3659
$1.51M ﹤0.01%
32,872
-16,545
3660
$1.51M ﹤0.01%
334,683
+710
3661
$1.51M ﹤0.01%
203,929
-195,431
3662
$1.51M ﹤0.01%
164,690
+1,017
3663
$1.5M ﹤0.01%
28,628
+3,569
3664
$1.5M ﹤0.01%
77,002
-18,055
3665
$1.49M ﹤0.01%
5,481
+304
3666
$1.49M ﹤0.01%
57,453
-18,620
3667
$1.48M ﹤0.01%
37,093
-215
3668
$1.48M ﹤0.01%
40,860
+28,072
3669
$1.47M ﹤0.01%
93,516
-112,219
3670
$1.47M ﹤0.01%
57,486
+14,589
3671
$1.46M ﹤0.01%
133,915
+9,287
3672
$1.46M ﹤0.01%
87,190
-201,155
3673
$1.46M ﹤0.01%
88,994
+17,871
3674
$1.46M ﹤0.01%
48,645
-20,654
3675
$1.46M ﹤0.01%
84,651
+35,334
145 146
147
148 149