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
1401
$20.8M 0.01%
273,765
-12,963
1402
$20.8M 0.01%
542,114
-19,610
1403
$20.7M 0.01%
310,017
-102,621
1404
$20.7M 0.01%
433,272
+82,972
1405
$20.7M 0.01%
260,302
-253,800
1406
$20.7M 0.01%
3,242,797
+259,858
1407
$20.7M 0.01%
1,023,875
-23,646
1408
$20.6M 0.01%
2,581,184
+804,939
1409
$20.6M 0.01%
1,363,822
-246,210
1410
$20.6M 0.01%
59,921
+94
1411
$20.6M 0.01%
755,016
-65,153
1412
$20.6M 0.01%
7,825,824
+4,726,633
1413
$20.6M 0.01%
665,364
+132,473
1414
$20.5M 0.01%
688,140
-572,304
1415
$20.5M 0.01%
454,160
+61,767
1416
$20.5M 0.01%
830,406
-497,829
1417
$20.5M 0.01%
515,661
-803,968
1418
$20.5M 0.01%
292,439
-422,714
1419
$20.5M 0.01%
3,534,181
+1,249,804
1420
$20.5M 0.01%
339,002
-50,886
1421
$20.4M 0.01%
386,615
+62,944
1422
$20.3M 0.01%
705,370
-2,123,847
1423
$20.3M 0.01%
939,200
+100,571
1424
$20.3M 0.01%
2,937,512
+381,756
1425
$20.2M 0.01%
1,478,333
+666,217
55 56
57
58 59