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
901
$44.2M 0.02%
1,055,131
-18,146
902
$44.1M 0.02%
869,685
+99,184
903
$44.1M 0.02%
1,311,918
+341,249
904
$44.1M 0.02%
3,270,880
+737,535
905
$43.8M 0.01%
922,469
-378,628
906
$43.7M 0.01%
684,383
-1,160,936
907
$43.7M 0.01%
1,478,990
-331,385
908
$43.6M 0.01%
464,819
+42,459
909
$43.6M 0.01%
2,111,980
+21,346
910
$43.5M 0.01%
1,553,102
+375,774
911
$43.5M 0.01%
2,774,261
+559,722
912
$43.5M 0.01%
559,441
-11,213
913
$43.5M 0.01%
682,781
+67,476
914
$43.4M 0.01%
756,818
-236,742
915
$43.3M 0.01%
1,539,584
+712,812
916
$43.3M 0.01%
872,441
+450,697
917
$43.1M 0.01%
925,024
-10,021
918
$43M 0.01%
563,463
+330,827
919
$43M 0.01%
1,689,458
-140,166
920
$42.8M 0.01%
979,756
+150,310
921
$42.8M 0.01%
362,416
-33,758
922
$42.7M 0.01%
1,034,350
-153,125
923
$42.6M 0.01%
280,511
+83,281
924
$42.5M 0.01%
743,738
-18,240
925
$42.4M 0.01%
747,152
+291,765
35 36
37
38 39