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
1251
$26.2M 0.01%
180,574
-186,675
1252
$26.1M 0.01%
6,031,661
-690,388
1253
$26.1M 0.01%
3,072,256
+408,258
1254
$25.9M 0.01%
402,768
-38,578
1255
$25.9M 0.01%
1,850,463
+1,289,132
1256
$25.9M 0.01%
487,710
+72,612
1257
$25.8M 0.01%
5,482,602
-9,627,040
1258
$25.8M 0.01%
247,199
+128,117
1259
$25.8M 0.01%
1,621,560
+439,922
1260
$25.7M 0.01%
707,040
-1,465,712
1261
$25.6M 0.01%
205,681
+50,140
1262
$25.6M 0.01%
543,619
-758,823
1263
$25.6M 0.01%
466,794
-15,155
1264
$25.5M 0.01%
1,408,682
+703,768
1265
$25.5M 0.01%
894,007
+277,650
1266
$25.5M 0.01%
301,354
-34,220
1267
$25.5M 0.01%
999,739
+168,309
1268
$25.5M 0.01%
474,248
+7,282
1269
$25.5M 0.01%
450,846
-124,875
1270
$25.4M 0.01%
3,332,275
+134,230
1271
$25.3M 0.01%
1,416,895
+858,463
1272
$25.3M 0.01%
675,001
+522,541
1273
$25.2M 0.01%
1,104,454
-56,655
1274
$25.2M 0.01%
112,463
-34,443
1275
$25.2M 0.01%
1,027,673
+52,098
49 50
51
52 53