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
601
$80.7M 0.03%
+2,514,248
602
$80.6M 0.03%
3,261,089
-2,266,129
603
$80.6M 0.03%
1,633,504
+377,999
604
$80.5M 0.03%
1,312,239
-157,394
605
$80.5M 0.03%
4,308,855
+44,430
606
$80.3M 0.03%
799,617
+25,374
607
$80.2M 0.03%
3,588,700
+2,289,859
608
$80.2M 0.03%
6,094,588
+3,614,087
609
$80.1M 0.03%
2,436,679
+321,682
610
$79.7M 0.03%
1,828,257
+478,541
611
$79.6M 0.03%
5,809,073
+221,639
612
$79.6M 0.03%
6,558,098
-598,024
613
$79.3M 0.03%
1,529,566
-213,037
614
$79.2M 0.03%
+5,904,424
615
$79.1M 0.03%
16,021,315
+208,796
616
$79.1M 0.03%
273,541
-58,159
617
$78.8M 0.03%
891,176
-8,357
618
$78.5M 0.03%
1,946,752
+480,836
619
$78.2M 0.03%
7,935,423
+4,740,153
620
$78.1M 0.03%
918,691
+563,152
621
$77.8M 0.03%
26,734,154
-3,806,700
622
$77.3M 0.03%
3,248,564
-83,441
623
$77M 0.03%
1,827,329
+724,089
624
$76.9M 0.03%
2,074,249
+421,576
625
$76.6M 0.03%
4,912,343
+73,079
23 24
25
26 27