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
1501
$18.4M 0.01%
2,414,845
-163,894
1502
$18.4M 0.01%
716,378
+53,904
1503
$18.4M 0.01%
150,234
+31,552
1504
$18.4M 0.01%
364,496
-39,548
1505
$18.4M 0.01%
939,819
-656,497
1506
$18.3M 0.01%
1,267,155
-1,106,407
1507
$18.3M 0.01%
406,107
+318,127
1508
$18.3M 0.01%
761,104
-309,515
1509
$18.3M 0.01%
618,018
-421,345
1510
$18.2M 0.01%
741,791
+10,420
1511
$18.2M 0.01%
347,491
-111,849
1512
$18.2M 0.01%
278,476
-20,576
1513
$18.1M 0.01%
361,157
+235
1514
$18.1M 0.01%
1,982,590
-451,037
1515
$18.1M 0.01%
435,932
+40,980
1516
$18.1M 0.01%
898,279
+26,383
1517
$18.1M 0.01%
1,227,498
+113,513
1518
$18.1M 0.01%
876,448
-77,571
1519
$18.1M 0.01%
4,249,958
-1,397,524
1520
$18.1M 0.01%
303,902
-574,010
1521
$18M 0.01%
303,219
+16,999
1522
$18M 0.01%
336,062
-425,671
1523
$17.9M 0.01%
1,394,912
+837,198
1524
$17.9M 0.01%
239,128
-96,340
1525
$17.9M 0.01%
465,403
+77,311
59 60
61
62 63