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
1526
$17.9M 0.01%
182,729
+31,440
1527
$17.9M 0.01%
561,618
+102,558
1528
$17.9M 0.01%
130,834
+92,180
1529
$17.8M 0.01%
370,164
+93,376
1530
$17.8M 0.01%
163,363
+15,806
1531
$17.8M 0.01%
151,224
+3,909
1532
$17.8M 0.01%
445,732
-18,547
1533
$17.8M 0.01%
596,077
-239,349
1534
$17.8M 0.01%
1,224,417
-109,995
1535
$17.8M 0.01%
672,394
+277,658
1536
$17.7M 0.01%
1,247,142
+36,446
1537
$17.7M 0.01%
659,298
+164,400
1538
$17.7M 0.01%
332,211
+39,361
1539
$17.6M 0.01%
1,396,222
-315,328
1540
$17.6M 0.01%
381,239
-478,322
1541
$17.6M 0.01%
3,422,767
+79,530
1542
$17.5M 0.01%
588,539
-538,397
1543
$17.5M 0.01%
1,702,416
+928,648
1544
$17.5M 0.01%
378,282
-235,175
1545
$17.5M 0.01%
1,570,414
-98,631
1546
$17.5M 0.01%
114,738
-631
1547
$17.5M 0.01%
262,007
+10,336
1548
$17.4M 0.01%
2,127,199
+456,885
1549
$17.4M 0.01%
362,511
+258,100
1550
$17.4M 0.01%
233,695
+33,350
60 61
62
63 64