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
1676
$14.7M 0.01%
258,034
-206,049
1677
$14.7M 0.01%
1,585,460
+1,212,558
1678
$14.7M 0.01%
443,909
+56,246
1679
$14.7M 0.01%
764,650
+13,523
1680
$14.7M 0.01%
446,244
+276,828
1681
$14.6M 0.01%
2,032,961
+233,047
1682
$14.6M 0.01%
644,173
-1,711
1683
$14.6M 0.01%
1,015,051
-154,114
1684
$14.6M 0.01%
368,581
-28,134
1685
$14.6M 0.01%
278,674
+77,663
1686
$14.6M 0.01%
318,703
-43,571
1687
$14.5M 0.01%
187,810
-19,790
1688
$14.5M ﹤0.01%
546,464
-1,386,023
1689
$14.5M ﹤0.01%
1,282,705
+208,525
1690
$14.4M ﹤0.01%
769,888
+43,378
1691
$14.4M ﹤0.01%
371,283
+12,108
1692
$14.4M ﹤0.01%
1,232,153
+306,938
1693
$14.4M ﹤0.01%
198,933
-117,547
1694
$14.4M ﹤0.01%
170,236
-259,429
1695
$14.3M ﹤0.01%
1,204,302
-56,676
1696
$14.3M ﹤0.01%
240,115
-39,718
1697
$14.3M ﹤0.01%
141,254
+10,512
1698
$14.3M ﹤0.01%
305,671
+24,099
1699
$14.3M ﹤0.01%
206,626
+6,857
1700
$14.2M ﹤0.01%
263,587
+96,179
66 67
68
69 70