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
1376
$21.5M 0.01%
990,037
+73,963
1377
$21.4M 0.01%
548,051
-3,289
1378
$21.4M 0.01%
394,622
-23,922
1379
$21.4M 0.01%
1,006,775
+199,321
1380
$21.4M 0.01%
1,349,701
+19,602
1381
$21.3M 0.01%
411,404
-284,406
1382
$21.3M 0.01%
446,688
-375,964
1383
$21.3M 0.01%
221,412
+25,622
1384
$21.3M 0.01%
446,390
-40,223
1385
$21.2M 0.01%
1,530,584
+76,292
1386
$21.2M 0.01%
3,161,680
+1,078,568
1387
$21.1M 0.01%
187,599
-22,943
1388
$21.1M 0.01%
1,295,604
+49,100
1389
$21.1M 0.01%
259,469
+113,880
1390
$21M 0.01%
680,712
-18,028
1391
$21M 0.01%
264,845
-291,850
1392
$21M 0.01%
1,391,632
+25,384
1393
$21M 0.01%
2,592,595
-675,998
1394
$21M 0.01%
826,665
-299,422
1395
$21M 0.01%
300,122
-49,275
1396
$20.9M 0.01%
739,716
+218,023
1397
$20.9M 0.01%
2,243,574
+472,881
1398
$20.9M 0.01%
659,593
+279,559
1399
$20.9M 0.01%
1,493,563
+38,494
1400
$20.8M 0.01%
315,507
-248,400
54 55
56
57 58