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
1026
$36.5M 0.01%
2,101,747
-87,545
1027
$36.5M 0.01%
328,750
+25,934
1028
$36.4M 0.01%
693,787
+583,790
1029
$36.3M 0.01%
1,414,652
+967
1030
$36.3M 0.01%
3,833,310
+2,075,800
1031
$36.3M 0.01%
538,763
+232,298
1032
$36.2M 0.01%
664,198
+162,260
1033
$36.2M 0.01%
1,435,890
+563,796
1034
$36M 0.01%
719,152
-362,001
1035
$36M 0.01%
1,295,857
+95,976
1036
$36M 0.01%
296,663
-382,585
1037
$35.9M 0.01%
3,872,419
+23,932
1038
$35.9M 0.01%
705,737
+104,380
1039
$35.9M 0.01%
1,701,048
+1,478,219
1040
$35.8M 0.01%
565,906
+67,547
1041
$35.8M 0.01%
513,313
+40,971
1042
$35.7M 0.01%
1,308,258
-1,367,261
1043
$35.5M 0.01%
3,226,144
+93,234
1044
$35.5M 0.01%
1,475,894
+206,302
1045
$35.5M 0.01%
579,687
-53,972
1046
$35.5M 0.01%
465,895
-176,645
1047
$35.4M 0.01%
251,182
+183,621
1048
$35.4M 0.01%
2,542,708
+188,111
1049
$35.3M 0.01%
3,572,971
-396,415
1050
$35.2M 0.01%
1,678,461
+352,410
40 41
42
43 44