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
1426
$20.2M 0.01%
911,002
+578
1427
$20.2M 0.01%
354,214
+30,234
1428
$20.2M 0.01%
434,161
+382,803
1429
$20.2M 0.01%
385,210
+188,197
1430
$20.1M 0.01%
1,326,141
+142,476
1431
$20.1M 0.01%
2,525,036
+130,000
1432
$20.1M 0.01%
1,537,671
-994,182
1433
$20.1M 0.01%
1,527,259
+26,059
1434
$20.1M 0.01%
438,608
-13,986
1435
$20.1M 0.01%
836,653
+7,223
1436
$20M 0.01%
791,728
-6,346
1437
$20M 0.01%
690,871
-177,721
1438
$20M 0.01%
1,893,600
+1,286,680
1439
$20M 0.01%
842,592
-21,580
1440
$19.9M 0.01%
923,581
+76,408
1441
$19.9M 0.01%
509,538
+408,908
1442
$19.9M 0.01%
1,814,221
-157,312
1443
$19.9M 0.01%
574,464
+24,319
1444
$19.8M 0.01%
590,564
-66,005
1445
$19.8M 0.01%
214,294
+3,632
1446
$19.7M 0.01%
1,421,444
+1,241,095
1447
$19.7M 0.01%
376,222
+104,690
1448
$19.6M 0.01%
1,115,101
+357,933
1449
$19.6M 0.01%
1,661,126
-87,539
1450
$19.6M 0.01%
232,148
-33,214
56 57
58
59 60