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
651
$72.9M 0.02%
650,330
+11,250
652
$72.8M 0.02%
1,640,640
-337,176
653
$72.8M 0.02%
832,104
+127,946
654
$72.4M 0.02%
2,163,945
+797,358
655
$71.9M 0.02%
2,642,175
-363,434
656
$71.6M 0.02%
537,985
+79,321
657
$71.4M 0.02%
10,746,910
-462,665
658
$71.1M 0.02%
1,355,980
+78,214
659
$71M 0.02%
1,763,414
+237,141
660
$70.6M 0.02%
1,801,194
+419,787
661
$70.3M 0.02%
2,902,350
+902,202
662
$70.2M 0.02%
2,797,708
+1,258,973
663
$70M 0.02%
1,287,515
+262,866
664
$69.9M 0.02%
3,110,507
+1,108,176
665
$69.8M 0.02%
1,145,299
-34,450
666
$69.7M 0.02%
430,061
+207,099
667
$69.7M 0.02%
862,491
+116,504
668
$69.6M 0.02%
2,020,246
-126,412
669
$69.6M 0.02%
624,482
-151,814
670
$69.6M 0.02%
1,574,252
-461,031
671
$69.6M 0.02%
3,497,012
-122,364
672
$69.5M 0.02%
2,009,329
-5,950,308
673
$69M 0.02%
660,320
+156,147
674
$68.9M 0.02%
2,482,563
-221,199
675
$68.8M 0.02%
7,820,906
-18,224
25 26
27
28 29