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
3901
$1.08M ﹤0.01%
67,322
-10,817
3902
$1.08M ﹤0.01%
60,318
+9,629
3903
$1.07M ﹤0.01%
307,844
+11,671
3904
$1.07M ﹤0.01%
24,684
+175
3905
$1.07M ﹤0.01%
16,577
+5,833
3906
$1.07M ﹤0.01%
224,817
+16,989
3907
$1.07M ﹤0.01%
91,183
-227
3908
$1.07M ﹤0.01%
27,992
+19,941
3909
$1.07M ﹤0.01%
16,152
+1,499
3910
$1.06M ﹤0.01%
20,606
+10,170
3911
$1.06M ﹤0.01%
+43,002
3912
$1.06M ﹤0.01%
45,164
+4,839
3913
$1.06M ﹤0.01%
40,300
+8,025
3914
$1.06M ﹤0.01%
97,094
+12,916
3915
$1.06M ﹤0.01%
53,251
-51,129
3916
$1.05M ﹤0.01%
70,412
+18,558
3917
$1.05M ﹤0.01%
143,526
+77,775
3918
$1.05M ﹤0.01%
49,195
+29,170
3919
$1.05M ﹤0.01%
8,101
+4,422
3920
$1.05M ﹤0.01%
71,703
-133,984
3921
$1.04M ﹤0.01%
59,303
+14,843
3922
$1.04M ﹤0.01%
29,154
+18
3923
$1.04M ﹤0.01%
33,520
+59
3924
$1.04M ﹤0.01%
32,609
+1,353
3925
$1.04M ﹤0.01%
194,059
-35,013
155 156
157
158 159