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
51
$935M 0.32%
9,847,257
+351,528
52
$928M 0.32%
24,666,934
+2,093,043
53
$914M 0.31%
10,479,215
+1,541,977
54
$908M 0.31%
14,116,916
+760,815
55
$903M 0.31%
28,468,297
+2,509,068
56
$902M 0.31%
11,027,548
+68,291
57
$899M 0.31%
10,403,159
+29,632
58
$888M 0.3%
16,396,370
+1,522,028
59
$875M 0.3%
2,414,880
+53,785
60
$875M 0.3%
34,276,573
-6,090,249
61
$868M 0.3%
7,050,071
+845,022
62
$862M 0.29%
55,063,533
-1,989,900
63
$854M 0.29%
8,198,051
+162,474
64
$830M 0.28%
12,120,744
-36,053
65
$823M 0.28%
13,052,649
+894,694
66
$822M 0.28%
9,324,401
+561,870
67
$821M 0.28%
3,773,527
-188,145
68
$801M 0.27%
13,545,379
-3,487,109
69
$796M 0.27%
13,359,605
-2,122,655
70
$796M 0.27%
58,489,905
-250,350
71
$793M 0.27%
15,255,906
-1,032,699
72
$788M 0.27%
11,162,751
-460,891
73
$767M 0.26%
3,328,253
+74,520
74
$763M 0.26%
33,082,347
+2,485,764
75
$744M 0.25%
4,679,994
-316,323
1 2
3
4 5