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
3726
$1.36M ﹤0.01%
73,083
-11,216
3727
$1.36M ﹤0.01%
29,211
-116,671
3728
$1.36M ﹤0.01%
30,330
-201,037
3729
$1.36M ﹤0.01%
17,226
-1,388
3730
$1.35M ﹤0.01%
44,947
-1,022
3731
$1.35M ﹤0.01%
99,509
+12,655
3732
$1.35M ﹤0.01%
63,316
+29,736
3733
$1.35M ﹤0.01%
28,680
-4,171
3734
$1.35M ﹤0.01%
33,123
-14,829
3735
$1.34M ﹤0.01%
51,731
+40,587
3736
$1.34M ﹤0.01%
384,105
-61,166
3737
$1.34M ﹤0.01%
246,808
+164,685
3738
$1.34M ﹤0.01%
543,258
-70,005
3739
$1.34M ﹤0.01%
146,190
-35,662
3740
$1.34M ﹤0.01%
66,437
-240,921
3741
$1.33M ﹤0.01%
44,573
-24,579
3742
$1.33M ﹤0.01%
77,800
+9,592
3743
$1.33M ﹤0.01%
47,898
+38,433
3744
$1.33M ﹤0.01%
155,545
+4,615
3745
$1.33M ﹤0.01%
+56,806
3746
$1.32M ﹤0.01%
50,197
+8,786
3747
$1.32M ﹤0.01%
39,075
+25,148
3748
$1.32M ﹤0.01%
21,991
+11,331
3749
$1.31M ﹤0.01%
123,070
+203
3750
$1.31M ﹤0.01%
165,700
+161,819
148 149
150
151 152