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
1451
$19.5M 0.01%
642,401
+191,979
1452
$19.5M 0.01%
2,689,136
+136,644
1453
$19.5M 0.01%
998,134
-474,390
1454
$19.4M 0.01%
480,266
-170,092
1455
$19.4M 0.01%
230,089
+65,642
1456
$19.4M 0.01%
506,364
+5,235
1457
$19.4M 0.01%
310,378
-5,706
1458
$19.4M 0.01%
1,133,527
-40,703
1459
$19.3M 0.01%
1,570,683
-987,817
1460
$19.3M 0.01%
853,079
+21,164
1461
$19.3M 0.01%
1,028,512
-96,004
1462
$19.3M 0.01%
957,520
-3,359
1463
$19.1M 0.01%
1,468,222
+1,120,935
1464
$19.1M 0.01%
381,282
-82,398
1465
$19.1M 0.01%
441,862
+203,696
1466
$19.1M 0.01%
342,752
+166,501
1467
$19.1M 0.01%
1,730,604
-66,802
1468
$19.1M 0.01%
1,167,130
-120,404
1469
$19M 0.01%
249,232
-43,335
1470
$19M 0.01%
196,695
-23,366
1471
$19M 0.01%
713,702
+576,487
1472
$19M 0.01%
309,145
-243,904
1473
$19M 0.01%
574,228
-203,632
1474
$19M 0.01%
545,308
+308,848
1475
$18.9M 0.01%
140,563
-328,134
57 58
59
60 61