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
676
$68.7M 0.02%
1,146,246
-19,057
677
$68.4M 0.02%
1,410,558
+854,961
678
$68.2M 0.02%
1,232,776
-103,113
679
$68M 0.02%
2,066,624
+302,267
680
$67.8M 0.02%
2,003,411
+426,317
681
$67.6M 0.02%
1,047,658
+67,038
682
$67.3M 0.02%
9,108,321
-2,020,341
683
$67.2M 0.02%
825,789
+49,712
684
$67.1M 0.02%
2,276,821
+15,719
685
$66.9M 0.02%
1,242,305
-143,810
686
$66.9M 0.02%
4,082,310
+1,960,547
687
$66.9M 0.02%
1,577,556
+275,678
688
$66.8M 0.02%
3,544,782
+627,232
689
$66.8M 0.02%
3,046,000
-330,916
690
$66.5M 0.02%
2,393,900
-588,084
691
$66.5M 0.02%
2,413,448
+353,326
692
$66.4M 0.02%
7,029,769
+419,322
693
$66.3M 0.02%
1,291,764
+438,973
694
$66.1M 0.02%
4,525,283
-19,724
695
$65.8M 0.02%
1,647,037
+81,436
696
$65.7M 0.02%
4,026,039
-441,606
697
$65.6M 0.02%
1,666,800
-136,004
698
$65.5M 0.02%
991,889
-167,456
699
$65.5M 0.02%
2,178,630
+52,485
700
$65.4M 0.02%
606,058
+34,740
26 27
28
29 30