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
926
$42.2M 0.01%
3,448,942
+67,651
927
$42.2M 0.01%
750,489
+2,166
928
$42.2M 0.01%
1,898,797
+1,559,268
929
$42.2M 0.01%
1,301,204
+90,784
930
$42.2M 0.01%
1,797,650
-141,480
931
$42.2M 0.01%
572,787
+121,695
932
$42.2M 0.01%
996,983
-107,194
933
$42.1M 0.01%
2,156,514
-434,279
934
$42.1M 0.01%
1,001,855
+376,757
935
$41.9M 0.01%
3,306,709
-565,889
936
$41.9M 0.01%
2,533,803
-76,700
937
$41.7M 0.01%
2,652,133
-135,779
938
$41.7M 0.01%
961,836
-64,518
939
$41.7M 0.01%
115,763
-2,214
940
$41.6M 0.01%
934,504
+463,806
941
$41.6M 0.01%
416,669
+375,735
942
$41.6M 0.01%
611,655
+111,193
943
$41.5M 0.01%
1,240,918
+738,672
944
$41.4M 0.01%
835,848
+396,608
945
$41.4M 0.01%
672,628
+57,592
946
$41.3M 0.01%
1,411,122
+145,578
947
$41.2M 0.01%
766,853
+373,082
948
$41M 0.01%
1,052,494
-100,948
949
$40.9M 0.01%
689,589
+480,659
950
$40.8M 0.01%
583,602
+342,056
36 37
38
39 40