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
551
$91.5M 0.03%
5,893,871
+224,673
552
$91M 0.03%
2,552,019
+551,909
553
$90.6M 0.03%
1,489,261
-83,679
554
$90.2M 0.03%
1,805,444
+841,636
555
$89.4M 0.03%
4,136,267
-80,014
556
$89.1M 0.03%
2,321,607
-278,534
557
$88.9M 0.03%
2,877,849
+1,219,912
558
$88.3M 0.03%
1,809,396
-1,150,264
559
$88.2M 0.03%
3,557,335
+436,160
560
$88.2M 0.03%
4,974,916
-1,757,365
561
$88M 0.03%
1,733,819
+332,929
562
$87.7M 0.03%
1,769,714
-69,886
563
$87.7M 0.03%
5,433,286
+2,384,005
564
$87.6M 0.03%
471,915
-315,537
565
$87.4M 0.03%
2,035,278
-1,174,895
566
$87.3M 0.03%
2,770,598
-435,048
567
$87.3M 0.03%
2,221,099
-231,896
568
$86.9M 0.03%
1,866,861
-24,135
569
$86.9M 0.03%
2,060,019
+582,009
570
$86.4M 0.03%
3,967,480
-1,297
571
$86.1M 0.03%
635,034
+157,881
572
$85.9M 0.03%
2,844,115
+1,221,140
573
$85.8M 0.03%
3,677,919
+246,052
574
$85.8M 0.03%
+2,617,803
575
$85.2M 0.03%
3,451,929
-863,769
21 22
23
24 25