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
3676
$1.45M ﹤0.01%
178,892
+111,546
3677
$1.45M ﹤0.01%
151,230
-41,337
3678
$1.45M ﹤0.01%
84,014
+61,210
3679
$1.45M ﹤0.01%
117,365
-79,475
3680
$1.45M ﹤0.01%
117,639
-198,560
3681
$1.44M ﹤0.01%
124,960
+1,516
3682
$1.44M ﹤0.01%
64,852
+27,075
3683
$1.44M ﹤0.01%
63,079
-42,197
3684
$1.44M ﹤0.01%
4,801
+3,614
3685
$1.44M ﹤0.01%
16,674
-9,163
3686
$1.44M ﹤0.01%
84,133
+1,804
3687
$1.44M ﹤0.01%
66,763
-1,088
3688
$1.43M ﹤0.01%
135,440
-89,125
3689
$1.43M ﹤0.01%
139,266
+26,203
3690
$1.43M ﹤0.01%
170,010
+62,084
3691
$1.43M ﹤0.01%
154,908
-45,678
3692
$1.42M ﹤0.01%
143,101
-40,747
3693
$1.42M ﹤0.01%
54,025
+14,519
3694
$1.42M ﹤0.01%
76,536
-14,466
3695
$1.42M ﹤0.01%
47,177
-12,620
3696
$1.42M ﹤0.01%
62,261
-6,961
3697
$1.42M ﹤0.01%
178,201
-2,072,300
3698
$1.41M ﹤0.01%
140,565
+20,937
3699
$1.41M ﹤0.01%
20,724
-3,753
3700
$1.4M ﹤0.01%
26,044
+26,015
146 147
148
149 150