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
1201
$27.7M 0.01%
3,515,700
+1,568,580
1202
$27.7M 0.01%
3,092,708
+279,987
1203
$27.7M 0.01%
36,066
+386
1204
$27.7M 0.01%
3,295,031
-147,156
1205
$27.6M 0.01%
425,449
+276,809
1206
$27.5M 0.01%
1,692,661
+137,373
1207
$27.5M 0.01%
981,832
+436,221
1208
$27.5M 0.01%
1,390,170
+122,302
1209
$27.5M 0.01%
2,736,995
-144,287
1210
$27.4M 0.01%
2,168,615
+1,117,986
1211
$27.4M 0.01%
1,314,103
-36,115
1212
$27.3M 0.01%
1,198,025
-1,670
1213
$27.3M 0.01%
1,555,829
+859,003
1214
$27.3M 0.01%
694,181
+199,774
1215
$27.2M 0.01%
3,152,907
-104,263
1216
$27.2M 0.01%
896,672
+22,634
1217
$27.1M 0.01%
2,644,349
-7,774,593
1218
$27M 0.01%
1,621,210
+566,346
1219
$27M 0.01%
299,023
+292,703
1220
$27M 0.01%
357,445
-13,335
1221
$26.9M 0.01%
1,104,969
-43,759
1222
$26.9M 0.01%
950,103
+38,685
1223
$26.9M 0.01%
780,040
+117,808
1224
$26.9M 0.01%
12,450,054
+7,397,451
1225
$26.9M 0.01%
1,353,543
-82,605
47 48
49
50 51