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
1626
$15.5M 0.01%
232,724
-26,401
1627
$15.5M 0.01%
557,041
+17,084
1628
$15.4M 0.01%
669,780
+487,817
1629
$15.4M 0.01%
1,136,610
-118,488
1630
$15.4M 0.01%
518,847
+346,259
1631
$15.4M 0.01%
937,221
+99,195
1632
$15.4M 0.01%
303,831
+95,377
1633
$15.3M 0.01%
738,360
+81,850
1634
$15.3M 0.01%
538,969
+138,331
1635
$15.3M 0.01%
1,388,995
+56,293
1636
$15.3M 0.01%
345,107
-100,739
1637
$15.3M 0.01%
777,942
-1,110,098
1638
$15.2M 0.01%
538,083
+62,816
1639
$15.2M 0.01%
559,876
-45,293
1640
$15.2M 0.01%
997,979
-62,459
1641
$15.2M 0.01%
1,576,778
-33,412
1642
$15.2M 0.01%
192,636
-47,027
1643
$15.2M 0.01%
652,706
+13,097
1644
$15.2M 0.01%
387,259
-92,748
1645
$15.2M 0.01%
558,124
+433,294
1646
$15.1M 0.01%
624,491
+39,674
1647
$15.1M 0.01%
679,645
-107,248
1648
$15.1M 0.01%
2,840,720
+273,904
1649
$15.1M 0.01%
481,714
+8,518
1650
$15.1M 0.01%
1,087,921
+129,528
64 65
66
67 68