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
126
$506M 0.17%
32,474,223
-3,778,671
127
$503M 0.17%
12,817,332
-188,728
128
$502M 0.17%
8,086,500
+540,796
129
$491M 0.17%
4,696,194
+247,342
130
$489M 0.17%
6,712,813
+2,406,283
131
$486M 0.17%
11,984,895
+8,747,283
132
$483M 0.17%
5,992,585
+529,523
133
$481M 0.16%
10,588,563
-1,495,837
134
$478M 0.16%
2,687,700
-295,321
135
$475M 0.16%
3,484,863
-136,190
136
$471M 0.16%
47,807,110
+849,350
137
$471M 0.16%
1,668,648
+537,249
138
$470M 0.16%
2,571,984
+263,280
139
$466M 0.16%
7,273,531
+350,719
140
$458M 0.16%
9,860,843
+1,999,185
141
$457M 0.16%
10,811,117
+1,920,392
142
$452M 0.15%
3,582,728
+108,646
143
$444M 0.15%
3,636,147
+183,166
144
$443M 0.15%
5,489,186
-550,977
145
$420M 0.14%
16,992,898
+725,640
146
$418M 0.14%
34,669,708
+6,348,720
147
$417M 0.14%
9,497,586
-11,218,989
148
$412M 0.14%
15,350,790
-3,380,794
149
$412M 0.14%
1,717,043
-46,833
150
$412M 0.14%
11,008,360
-2,246,920
4 5
6
7 8