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
826
$51.4M 0.02%
742,401
-505,086
827
$51.3M 0.02%
1,035,421
-127,361
828
$51.2M 0.02%
2,066,161
-1,240,247
829
$51.2M 0.02%
525,369
+20,492
830
$51.1M 0.02%
1,215,682
+28,077
831
$51.1M 0.02%
4,708,416
+47,782
832
$51.1M 0.02%
3,392,602
+3,136,147
833
$51.1M 0.02%
1,500,483
+195,773
834
$51M 0.02%
+1,379,379
835
$50.7M 0.02%
350,574
-288,790
836
$50.6M 0.02%
3,249,301
+406,710
837
$50.6M 0.02%
993,486
+238,903
838
$50.5M 0.02%
783,396
+332,488
839
$50.4M 0.02%
1,215,660
+298,305
840
$50.4M 0.02%
903,620
+22,640
841
$50.1M 0.02%
953,315
+178,755
842
$50.1M 0.02%
335,863
+161,639
843
$50.1M 0.02%
1,306,610
+705,977
844
$50.1M 0.02%
649,140
+28,049
845
$50M 0.02%
1,472,810
-97,968
846
$50M 0.02%
3,614,754
+12,065
847
$50M 0.02%
806,388
-233,979
848
$49.9M 0.02%
3,972,478
+35,779
849
$49.8M 0.02%
1,445,914
+214,080
850
$49.8M 0.02%
942,163
+218,046
32 33
34
35 36