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
1651
$15.1M 0.01%
301,487
+12,359
1652
$15.1M 0.01%
1,067,997
+266,607
1653
$15.1M 0.01%
3,507,500
+2,557,460
1654
$15M 0.01%
396,010
-809,014
1655
$15M 0.01%
403,337
+110,286
1656
$15M 0.01%
473,590
-52,312
1657
$14.9M 0.01%
1,085,736
-511,383
1658
$14.9M 0.01%
1,050,492
+110,273
1659
$14.9M 0.01%
727,363
-48,965
1660
$14.9M 0.01%
106,000
+68,480
1661
$14.9M 0.01%
983,626
+10,934
1662
$14.9M 0.01%
289,200
+37,139
1663
$14.9M 0.01%
234,673
+48,952
1664
$14.9M 0.01%
1,482,813
-1,382,484
1665
$14.8M 0.01%
270,619
+37,575
1666
$14.8M 0.01%
457,370
+326,880
1667
$14.8M 0.01%
409,860
+54,448
1668
$14.8M 0.01%
351,865
+141,191
1669
$14.8M 0.01%
683,260
-11,736
1670
$14.8M 0.01%
608,871
+369
1671
$14.8M 0.01%
257,267
+214,677
1672
$14.8M 0.01%
293,154
-11,560
1673
$14.8M 0.01%
3,315,099
-812,885
1674
$14.7M 0.01%
411,451
-85,632
1675
$14.7M 0.01%
171,079
+77,287
65 66
67
68 69