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
1701
$14.2M ﹤0.01%
350,500
-52,321
1702
$14.2M ﹤0.01%
274,673
+184,449
1703
$14.2M ﹤0.01%
694,466
+106,562
1704
$14.2M ﹤0.01%
362,400
-54,290
1705
$14.2M ﹤0.01%
856,765
+23,124
1706
$14.1M ﹤0.01%
254,768
+20,479
1707
$14.1M ﹤0.01%
165,313
-141,577
1708
$14.1M ﹤0.01%
361,939
+64,595
1709
$14.1M ﹤0.01%
221,034
-210,194
1710
$14.1M ﹤0.01%
131,477
-8,673
1711
$14.1M ﹤0.01%
258,172
-22,517
1712
$14.1M ﹤0.01%
860,438
+124,571
1713
$14.1M ﹤0.01%
473,119
+48,013
1714
$14M ﹤0.01%
619,378
+13,009
1715
$14M ﹤0.01%
572,645
-257,425
1716
$14M ﹤0.01%
2,486,492
-2,645,285
1717
$14M ﹤0.01%
153,428
+21,920
1718
$14M ﹤0.01%
258,358
+25,928
1719
$14M ﹤0.01%
654,476
+192,898
1720
$13.9M ﹤0.01%
529,672
-84,292
1721
$13.9M ﹤0.01%
627,204
-130,646
1722
$13.9M ﹤0.01%
1,126,571
-36,329
1723
$13.9M ﹤0.01%
1,939,743
+460,300
1724
$13.9M ﹤0.01%
943,488
+350,208
1725
$13.8M ﹤0.01%
254,800
+148,405
67 68
69
70 71