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
1276
$25.1M 0.01%
576,382
+81,524
1277
$25.1M 0.01%
1,055,520
+711,000
1278
$25.1M 0.01%
517,126
+110,848
1279
$25M 0.01%
329,328
-163,221
1280
$25M 0.01%
3,064,684
-794,707
1281
$25M 0.01%
540,516
-72,380
1282
$25M 0.01%
303,045
+100,135
1283
$25M 0.01%
891,822
+115,382
1284
$24.9M 0.01%
1,036,079
-194,553
1285
$24.8M 0.01%
2,403,669
+310,670
1286
$24.8M 0.01%
59,053
-36,390
1287
$24.8M 0.01%
559,774
+22,126
1288
$24.7M 0.01%
1,308,360
-83,024
1289
$24.7M 0.01%
521,770
-14,900
1290
$24.7M 0.01%
1,129,928
-383,218
1291
$24.6M 0.01%
2,391,386
+170,852
1292
$24.6M 0.01%
562,617
-42,587
1293
$24.6M 0.01%
419,972
+37,355
1294
$24.6M 0.01%
929,832
+397,647
1295
$24.6M 0.01%
513,168
-244,254
1296
$24.5M 0.01%
2,651,210
+1,554,341
1297
$24.4M 0.01%
1,944,924
-2,019,749
1298
$24.3M 0.01%
1,530,427
+407,104
1299
$24.2M 0.01%
336,557
-128,336
1300
$24.2M 0.01%
1,124,741
+96,007
50 51
52
53 54