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
1301
$24.2M 0.01%
2,266,814
-1,391,466
1302
$24.2M 0.01%
326,248
+91,690
1303
$24.2M 0.01%
1,960,686
+1,229,886
1304
$24.2M 0.01%
430,629
-390,165
1305
$24.1M 0.01%
847,821
+2,337
1306
$24.1M 0.01%
228,454
+50,055
1307
$24M 0.01%
472,046
+179,600
1308
$24M 0.01%
3,740,749
+789,906
1309
$23.9M 0.01%
918,443
-41,048
1310
$23.9M 0.01%
785,706
-220,983
1311
$23.8M 0.01%
3,086,737
+1,226,649
1312
$23.8M 0.01%
4,233,182
-786,148
1313
$23.8M 0.01%
285,647
+46,345
1314
$23.8M 0.01%
302,335
+392
1315
$23.7M 0.01%
576,972
+16,637
1316
$23.7M 0.01%
1,053,956
-245,584
1317
$23.7M 0.01%
124,437
+5,555
1318
$23.6M 0.01%
478,632
+63,944
1319
$23.6M 0.01%
835,543
+739,328
1320
$23.6M 0.01%
828,745
-186,943
1321
$23.6M 0.01%
1,049,175
-2,438,889
1322
$23.6M 0.01%
831,620
-49,584
1323
$23.5M 0.01%
406,520
-38,332
1324
$23.5M 0.01%
736,001
+42,387
1325
$23.5M 0.01%
509,764
-44,513
51 52
53
54 55