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
1001
$38.1M 0.01%
520,035
-206,537
1002
$37.9M 0.01%
1,287,459
-578,245
1003
$37.9M 0.01%
1,276,870
+40,038
1004
$37.9M 0.01%
877,892
+136,839
1005
$37.8M 0.01%
1,560,567
+305,740
1006
$37.7M 0.01%
576,767
-16,016
1007
$37.7M 0.01%
378,310
-18,274
1008
$37.6M 0.01%
508,928
+81,989
1009
$37.5M 0.01%
330,052
+90,520
1010
$37.5M 0.01%
1,118,757
-29,433
1011
$37.5M 0.01%
1,061,508
+841,259
1012
$37.5M 0.01%
1,656,480
+29,630
1013
$37.4M 0.01%
1,181,663
+505,661
1014
$37.4M 0.01%
1,494,995
-2,294,539
1015
$37.3M 0.01%
2,444,630
+533,720
1016
$37.3M 0.01%
982,665
+31,275
1017
$37.3M 0.01%
6,783,206
-4,356,424
1018
$37.3M 0.01%
402,642
+84,868
1019
$37.1M 0.01%
2,492,031
-58,172
1020
$37.1M 0.01%
961,004
-47,604
1021
$37M 0.01%
209,680
+143,440
1022
$36.8M 0.01%
2,429,037
+60,627
1023
$36.7M 0.01%
664,030
-156,731
1024
$36.6M 0.01%
1,397,651
+123,361
1025
$36.6M 0.01%
2,006,338
-1,072
39 40
41
42 43