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
851
$49.8M 0.02%
716,525
+330,254
852
$49.7M 0.02%
1,228,534
-119,275
853
$49.5M 0.02%
566,626
+150,607
854
$49.3M 0.02%
3,137,788
+24,186
855
$49.2M 0.02%
8,293,053
+361,791
856
$49.1M 0.02%
1,044,754
-74,793
857
$49M 0.02%
1,921,655
+274,684
858
$48.8M 0.02%
2,105,999
+541,821
859
$48.8M 0.02%
1,132,828
+1,072,161
860
$48.8M 0.02%
1,270,964
+313,000
861
$48.7M 0.02%
3,000,880
+453,124
862
$48.1M 0.02%
1,667,085
+119,575
863
$48.1M 0.02%
2,267,586
-146,928
864
$48.1M 0.02%
2,727,108
+413,333
865
$48M 0.02%
+1,720,303
866
$48M 0.02%
4,379,147
+409,320
867
$47.9M 0.02%
560,363
+81,197
868
$47.5M 0.02%
1,552,802
+726,305
869
$47.3M 0.02%
999,935
+56,475
870
$47.2M 0.02%
908,405
+401,560
871
$47M 0.02%
724,994
+118,127
872
$46.8M 0.02%
1,122,917
-130,110
873
$46.7M 0.02%
689,342
-73,459
874
$46.6M 0.02%
1,108,825
+438,499
875
$46.5M 0.02%
1,849,723
+699,314
33 34
35
36 37