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
1751
$13.4M ﹤0.01%
3,162,792
-1,487,526
1752
$13.3M ﹤0.01%
100,375
+5,130
1753
$13.3M ﹤0.01%
278,310
+230,118
1754
$13.3M ﹤0.01%
383,385
+186,676
1755
$13.3M ﹤0.01%
194,949
+11,014
1756
$13.3M ﹤0.01%
733,648
+53,411
1757
$13.2M ﹤0.01%
234,688
+108,764
1758
$13.2M ﹤0.01%
1,191,850
+386,006
1759
$13.2M ﹤0.01%
222,697
+141,500
1760
$13.1M ﹤0.01%
499,400
-13,337
1761
$13.1M ﹤0.01%
742,892
+90,894
1762
$13.1M ﹤0.01%
1,758,589
-214,631
1763
$13.1M ﹤0.01%
1,714,383
+291,332
1764
$13.1M ﹤0.01%
994,742
+630,106
1765
$13.1M ﹤0.01%
521,786
+9,813
1766
$13.1M ﹤0.01%
1,289,934
+259,442
1767
$13M ﹤0.01%
167,975
-2,650
1768
$13M ﹤0.01%
1,730,896
-216,076
1769
$13M ﹤0.01%
573,150
+33,491
1770
$13M ﹤0.01%
1,115,999
+240,566
1771
$12.9M ﹤0.01%
583,424
+229,836
1772
$12.9M ﹤0.01%
202,140
+114,609
1773
$12.9M ﹤0.01%
654,542
-21,405
1774
$12.9M ﹤0.01%
178,809
+33,635
1775
$12.8M ﹤0.01%
192,903
-658,351
69 70
71
72 73