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
1326
$23.5M 0.01%
2,740,785
+641,228
1327
$23.4M 0.01%
510,119
-22,647
1328
$23.4M 0.01%
711,578
+1,998
1329
$23.4M 0.01%
513,852
-47,017
1330
$23.3M 0.01%
199,109
-21,720
1331
$23.2M 0.01%
233,523
+5,154
1332
$23.2M 0.01%
193,323
+98,224
1333
$23.2M 0.01%
898,174
+70,504
1334
$23.2M 0.01%
350,779
-74,253
1335
$23.2M 0.01%
679,279
-121,856
1336
$23.2M 0.01%
416,020
+36,164
1337
$23.2M 0.01%
1,694,144
-81,493
1338
$23.1M 0.01%
864,616
-561,908
1339
$23M 0.01%
467,869
-43,127
1340
$23M 0.01%
748,415
-12,363
1341
$23M 0.01%
881,005
-785,567
1342
$22.9M 0.01%
1,246,444
+202,276
1343
$22.9M 0.01%
1,040,852
-881,410
1344
$22.8M 0.01%
1,065,737
+71,672
1345
$22.7M 0.01%
707,073
+101,579
1346
$22.6M 0.01%
615,562
-28,306
1347
$22.5M 0.01%
313,831
-27,592
1348
$22.5M 0.01%
906,963
+87,103
1349
$22.5M 0.01%
870,645
-272,101
1350
$22.4M 0.01%
1,570,886
-47,920
52 53
54
55 56