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
1351
$22.4M 0.01%
1,299,857
-2,316,136
1352
$22.4M 0.01%
454,546
-65,014
1353
$22.3M 0.01%
424,087
+70,855
1354
$22.3M 0.01%
512,985
+35,166
1355
$22.3M 0.01%
794,568
+361,834
1356
$22.3M 0.01%
1,882,025
+1,319,177
1357
$22.2M 0.01%
332,435
+5,280
1358
$22.1M 0.01%
364,358
+40,089
1359
$22M 0.01%
1,067,763
-24,863
1360
$22M 0.01%
4,364,614
+875,886
1361
$22M 0.01%
22,623
-3,984
1362
$21.9M 0.01%
1,124,122
+300,753
1363
$21.9M 0.01%
567,124
+190,764
1364
$21.8M 0.01%
461,170
+25,078
1365
$21.8M 0.01%
1,363,167
-5,881
1366
$21.8M 0.01%
1,367,401
+28,551
1367
$21.7M 0.01%
634,147
+52,437
1368
$21.7M 0.01%
2,931,660
-3,006,525
1369
$21.7M 0.01%
704,846
+39,145
1370
$21.6M 0.01%
417,374
-201,508
1371
$21.6M 0.01%
226,068
-176,185
1372
$21.6M 0.01%
278,068
-181,305
1373
$21.6M 0.01%
41,052
+18,220
1374
$21.5M 0.01%
718,520
-39,175
1375
$21.5M 0.01%
584,637
-46,077
53 54
55
56 57