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
1051
$35.2M 0.01%
823,088
-991,261
1052
$35.2M 0.01%
858,252
+101,511
1053
$35.2M 0.01%
2,774,796
-70,304
1054
$35.2M 0.01%
550,750
-55,408
1055
$35.1M 0.01%
475,655
-17,557
1056
$35M 0.01%
1,699,677
+12,342
1057
$35M 0.01%
604,360
-197,093
1058
$34.7M 0.01%
2,023,497
+163,272
1059
$34.7M 0.01%
1,357,681
-345,082
1060
$34.5M 0.01%
1,202,566
+425,012
1061
$34.4M 0.01%
1,273,805
-329,836
1062
$34.3M 0.01%
816,649
+142,853
1063
$34.3M 0.01%
1,959,751
+145,999
1064
$34.1M 0.01%
796,947
+442,651
1065
$34M 0.01%
2,390,958
+387,875
1066
$34M 0.01%
810,398
+802,992
1067
$33.8M 0.01%
3,528,904
-533,124
1068
$33.6M 0.01%
707,028
+12,009
1069
$33.6M 0.01%
1,600,466
-45,122
1070
$33.5M 0.01%
2,077,243
+635,046
1071
$33.5M 0.01%
253,378
+143,637
1072
$33.4M 0.01%
1,185,792
+197,349
1073
$33.4M 0.01%
2,829,658
+884,575
1074
$33.3M 0.01%
763,463
+46,856
1075
$33.3M 0.01%
2,192,589
-394,662
41 42
43
44 45