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
1076
$33.3M 0.01%
806,705
+653,009
1077
$33M 0.01%
505,008
-85,740
1078
$33M 0.01%
1,013,891
+318,121
1079
$33M 0.01%
3,220,642
-248,704
1080
$32.9M 0.01%
1,436,991
-305
1081
$32.9M 0.01%
1,824,113
+753,905
1082
$32.8M 0.01%
331,351
+157,190
1083
$32.8M 0.01%
1,593,474
-119,796
1084
$32.8M 0.01%
183,248
+94,476
1085
$32.8M 0.01%
1,721,570
-1,329,420
1086
$32.7M 0.01%
844,658
-434,904
1087
$32.7M 0.01%
635,185
-4,456
1088
$32.7M 0.01%
863,727
-16,563
1089
$32.6M 0.01%
289,799
-112,587
1090
$32.6M 0.01%
144,937
+7,758
1091
$32.5M 0.01%
295,757
-47,236
1092
$32.3M 0.01%
278,498
+182,468
1093
$32.1M 0.01%
211,571
+105,110
1094
$32.1M 0.01%
1,043,097
+112,201
1095
$32.1M 0.01%
754,188
+122,812
1096
$32M 0.01%
1,066,747
-82,755
1097
$32M 0.01%
1,076,595
-94,532
1098
$31.9M 0.01%
376,436
+18,429
1099
$31.9M 0.01%
392,188
-108,397
1100
$31.9M 0.01%
4,039,153
-788,450
42 43
44
45 46