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
1476
$18.9M 0.01%
824,758
-250,467
1477
$18.9M 0.01%
4,340,385
+1,286,772
1478
$18.9M 0.01%
238,248
+82,297
1479
$18.9M 0.01%
236,089
-57,278
1480
$18.8M 0.01%
382,193
-139,437
1481
$18.8M 0.01%
304,510
+39,542
1482
$18.8M 0.01%
715,705
+695,791
1483
$18.8M 0.01%
236,684
-10,896
1484
$18.8M 0.01%
859,189
+16,820
1485
$18.8M 0.01%
710,376
+58,144
1486
$18.8M 0.01%
752,260
-28,470
1487
$18.7M 0.01%
595,117
-141,738
1488
$18.7M 0.01%
2,353,455
+357,947
1489
$18.7M 0.01%
2,222
+520
1490
$18.7M 0.01%
561,212
+37,589
1491
$18.7M 0.01%
653,343
-73,657
1492
$18.7M 0.01%
118,963
-125,807
1493
$18.6M 0.01%
11,339
-12,353
1494
$18.6M 0.01%
554,704
+337,120
1495
$18.5M 0.01%
819,655
+126,349
1496
$18.5M 0.01%
6,231,175
+117,349
1497
$18.5M 0.01%
1,230,194
+105,807
1498
$18.5M 0.01%
320,332
+152,182
1499
$18.5M 0.01%
815,236
-1,125,084
1500
$18.5M 0.01%
197,198
-7,061
58 59
60
61 62