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
1126
$31M 0.01%
+1,987,668
1127
$30.9M 0.01%
2,023,098
+1,286,625
1128
$30.8M 0.01%
264,290
-375,713
1129
$30.8M 0.01%
1,443,915
-793,857
1130
$30.7M 0.01%
1,408,887
+1,120,115
1131
$30.6M 0.01%
1,841,634
-53,681
1132
$30.6M 0.01%
1,811,998
-121,362
1133
$30.6M 0.01%
321,214
-192,986
1134
$30.5M 0.01%
675,759
+329,970
1135
$30.5M 0.01%
24,765
+6,130
1136
$30.4M 0.01%
237,475
+22,273
1137
$30.4M 0.01%
1,292,988
-155,255
1138
$30.4M 0.01%
1,165,679
-1,019
1139
$30.3M 0.01%
276,909
+170,992
1140
$30.3M 0.01%
3,327,423
+1,626,459
1141
$30.2M 0.01%
1,159,301
+1,145,412
1142
$30.2M 0.01%
778,117
+10,390
1143
$30.2M 0.01%
575,888
+18,652
1144
$30.2M 0.01%
326,135
+231,223
1145
$30.2M 0.01%
1,044,895
+169,440
1146
$30.1M 0.01%
1,715,836
-6,662
1147
$30M 0.01%
561,648
-207,217
1148
$30M 0.01%
565,923
+99,324
1149
$29.8M 0.01%
517,733
+224,871
1150
$29.8M 0.01%
627,018
+145,423
44 45
46
47 48