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
3776
$1.28M ﹤0.01%
166,030
+85,181
3777
$1.27M ﹤0.01%
544,220
-942,900
3778
$1.27M ﹤0.01%
238,310
-11,499
3779
$1.27M ﹤0.01%
80,386
+28,905
3780
$1.26M ﹤0.01%
24,812
+8,318
3781
$1.26M ﹤0.01%
123,119
-18,531
3782
$1.26M ﹤0.01%
191,352
+6,495
3783
$1.26M ﹤0.01%
50,900
+10,293
3784
$1.25M ﹤0.01%
61,777
-11,171
3785
$1.25M ﹤0.01%
257,490
+85,588
3786
$1.25M ﹤0.01%
29,970
-4,151
3787
$1.25M ﹤0.01%
39,006
-70,063
3788
$1.25M ﹤0.01%
23,378
-442,141
3789
$1.25M ﹤0.01%
49,177
-35,270
3790
$1.25M ﹤0.01%
74,564
-7,696
3791
$1.25M ﹤0.01%
16,336
-2,212
3792
$1.25M ﹤0.01%
9,888
-43,114
3793
$1.25M ﹤0.01%
77,540
-3,481
3794
$1.25M ﹤0.01%
51,946
+10,824
3795
$1.24M ﹤0.01%
+94,341
3796
$1.24M ﹤0.01%
25,537
-1,235
3797
$1.24M ﹤0.01%
91,842
+164
3798
$1.24M ﹤0.01%
54,854
-88,210
3799
$1.24M ﹤0.01%
53,940
-15,587
3800
$1.24M ﹤0.01%
108,213
+7,503
150 151
152
153 154