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
426
$137M 0.05%
2,163,439
+899,742
427
$136M 0.05%
4,527,107
+1,305,002
428
$136M 0.05%
1,824,486
+1,292,042
429
$135M 0.05%
1,544,017
-28,861
430
$135M 0.05%
1,304,855
+389,342
431
$135M 0.05%
2,251,290
-681,963
432
$134M 0.05%
964,731
+115,698
433
$134M 0.05%
2,671,247
-489,774
434
$133M 0.05%
4,228,299
-25,908
435
$132M 0.05%
4,662,898
+2,152,964
436
$132M 0.05%
1,499,264
+73,608
437
$131M 0.04%
753,760
-82,747
438
$131M 0.04%
3,439,708
-483,350
439
$130M 0.04%
1,075,929
+363,349
440
$130M 0.04%
2,553,507
-116,268
441
$130M 0.04%
2,454,858
+220,811
442
$129M 0.04%
1,804,253
-27,420
443
$129M 0.04%
4,103,464
+54,126
444
$129M 0.04%
968,519
-16,225
445
$129M 0.04%
1,770,026
+17,755
446
$128M 0.04%
1,639,314
+200,364
447
$128M 0.04%
5,248,327
+2,387,702
448
$128M 0.04%
3,341,520
-215,156
449
$127M 0.04%
1,412,541
+86,584
450
$127M 0.04%
2,195,091
+599,695
16 17
18
19 20