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
1101
$31.9M 0.01%
1,094,126
+604,164
1102
$31.8M 0.01%
615,635
-132,754
1103
$31.8M 0.01%
268,717
-24,456
1104
$31.8M 0.01%
255,424
+196,371
1105
$31.8M 0.01%
819,579
+511,501
1106
$31.7M 0.01%
600,445
+27,160
1107
$31.7M 0.01%
279,421
+188,643
1108
$31.7M 0.01%
1,737,342
+655,085
1109
$31.6M 0.01%
1,242,566
+636,579
1110
$31.6M 0.01%
771,538
-1,168,287
1111
$31.6M 0.01%
256,578
+66,519
1112
$31.5M 0.01%
237,156
+99,600
1113
$31.4M 0.01%
647,447
+13,036
1114
$31.4M 0.01%
1,289,354
+625,403
1115
$31.4M 0.01%
2,796,784
+362,848
1116
$31.3M 0.01%
1,568,392
+17,255
1117
$31.3M 0.01%
386,176
-43,335
1118
$31.2M 0.01%
131,152
-22,764
1119
$31.2M 0.01%
1,834,698
-146,041
1120
$31.2M 0.01%
418,815
+43,458
1121
$31.2M 0.01%
597,029
-203,876
1122
$31.2M 0.01%
801,991
-121,663
1123
$31.2M 0.01%
1,481,378
+885,965
1124
$31.1M 0.01%
814,552
+137,582
1125
$31M 0.01%
1,998,640
-65,624
43 44
45
46 47