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
1551
$17.4M 0.01%
554,202
+262,362
1552
$17.4M 0.01%
321,687
+77,835
1553
$17.3M 0.01%
347,972
-157,692
1554
$17.3M 0.01%
532,650
+114,830
1555
$17.3M 0.01%
1,249,899
+226,044
1556
$17.3M 0.01%
589,169
+86,891
1557
$17.3M 0.01%
534,912
-114,983
1558
$17.3M 0.01%
950,069
-128,204
1559
$17.2M 0.01%
4,001,991
-2,172,015
1560
$17.2M 0.01%
913,022
+678,983
1561
$17.2M 0.01%
659,717
+111,684
1562
$17.1M 0.01%
108,050
+74,598
1563
$17M 0.01%
555,530
+290,754
1564
$17M 0.01%
548,640
-45,279
1565
$17M 0.01%
588,441
+3,036
1566
$17M 0.01%
362,841
-1,613
1567
$17M 0.01%
580,016
-40,508
1568
$17M 0.01%
3,516,433
-1,675,760
1569
$17M 0.01%
689,787
-78,504
1570
$17M 0.01%
897,028
-35,845
1571
$16.9M 0.01%
640,800
-13,286
1572
$16.9M 0.01%
92,666
-19,727
1573
$16.9M 0.01%
1,279,821
+590,236
1574
$16.9M 0.01%
1,008,600
-323,780
1575
$16.9M 0.01%
747,211
+646,468
61 62
63
64 65