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
1726
$13.8M ﹤0.01%
657,855
-34,407
1727
$13.8M ﹤0.01%
124,666
-17,007
1728
$13.8M ﹤0.01%
101,077
+66,805
1729
$13.8M ﹤0.01%
658,834
-143,729
1730
$13.7M ﹤0.01%
455,601
+247,940
1731
$13.7M ﹤0.01%
636,767
-734,855
1732
$13.7M ﹤0.01%
14,784
-1,200
1733
$13.7M ﹤0.01%
392,648
-34,149
1734
$13.7M ﹤0.01%
1,103,494
+168,772
1735
$13.6M ﹤0.01%
1,625,379
-57,509
1736
$13.6M ﹤0.01%
303,832
+84,752
1737
$13.6M ﹤0.01%
274,576
+5,100
1738
$13.6M ﹤0.01%
366,257
-25,609
1739
$13.6M ﹤0.01%
211,053
+201,493
1740
$13.6M ﹤0.01%
98,850
-155,489
1741
$13.6M ﹤0.01%
270,398
+22,060
1742
$13.5M ﹤0.01%
455,120
-3,620
1743
$13.5M ﹤0.01%
994,887
-1,040,463
1744
$13.5M ﹤0.01%
230,061
-184,842
1745
$13.5M ﹤0.01%
885,148
+32,619
1746
$13.4M ﹤0.01%
434,010
+112,365
1747
$13.4M ﹤0.01%
281,276
-99,593
1748
$13.4M ﹤0.01%
171,928
+2,993
1749
$13.4M ﹤0.01%
835,686
-10,086
1750
$13.4M ﹤0.01%
617,061
+400,065
68 69
70
71 72