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
1601
$16.2M 0.01%
779,738
+36,540
1602
$16.2M 0.01%
633,623
+170,019
1603
$16.1M 0.01%
693,349
-216,615
1604
$16.1M 0.01%
940,028
-376,717
1605
$16.1M 0.01%
986,236
-153,340
1606
$16M 0.01%
441,475
+979
1607
$16M 0.01%
1,120,432
-17,023
1608
$15.9M 0.01%
493,537
+155,031
1609
$15.9M 0.01%
402,900
-367,214
1610
$15.9M 0.01%
1,077,459
+136,795
1611
$15.9M 0.01%
2,858,681
-214,043
1612
$15.8M 0.01%
1,385,308
-1,496,271
1613
$15.8M 0.01%
571,996
+54,066
1614
$15.8M 0.01%
1,255,766
-18,686
1615
$15.8M 0.01%
316,098
+24,001
1616
$15.7M 0.01%
1,087,109
+68,409
1617
$15.7M 0.01%
720,627
+509,113
1618
$15.7M 0.01%
352,654
+172,885
1619
$15.6M 0.01%
762,555
+691,340
1620
$15.6M 0.01%
5,650,693
+5,617,796
1621
$15.6M 0.01%
526,138
+280,092
1622
$15.5M 0.01%
307,324
-1,178,025
1623
$15.5M 0.01%
237,394
+2,877
1624
$15.5M 0.01%
677,823
+78,054
1625
$15.5M 0.01%
1,055,389
+164,537
63 64
65
66 67