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
3701
$1.4M ﹤0.01%
5,064
-25,191
3702
$1.4M ﹤0.01%
59,944
-4,240
3703
$1.4M ﹤0.01%
33,635
-3,979
3704
$1.4M ﹤0.01%
75,600
+15,344
3705
$1.4M ﹤0.01%
130,939
+91,307
3706
$1.4M ﹤0.01%
25,780
+1,698
3707
$1.4M ﹤0.01%
32,764
+9,043
3708
$1.39M ﹤0.01%
130,187
-5,403
3709
$1.39M ﹤0.01%
58,134
-36,889
3710
$1.39M ﹤0.01%
111,495
-117,949
3711
$1.39M ﹤0.01%
168,407
-6,067
3712
$1.38M ﹤0.01%
59,344
-39,383
3713
$1.38M ﹤0.01%
55,209
-20,360
3714
$1.37M ﹤0.01%
33,838
-48,100
3715
$1.37M ﹤0.01%
135,412
+51,985
3716
$1.37M ﹤0.01%
165,157
+70,508
3717
$1.37M ﹤0.01%
61,718
+7,677
3718
$1.37M ﹤0.01%
60,587
-7,032
3719
$1.36M ﹤0.01%
60,743
+38,673
3720
$1.36M ﹤0.01%
113,293
+14,245
3721
$1.36M ﹤0.01%
40,684
+19,286
3722
$1.36M ﹤0.01%
20,125
+5,684
3723
$1.36M ﹤0.01%
87,872
+17,317
3724
$1.36M ﹤0.01%
95,825
+5,811
3725
$1.36M ﹤0.01%
53,498
+34,524
147 148
149
150 151