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
1776
$12.8M ﹤0.01%
117,327
+15,752
1777
$12.7M ﹤0.01%
1,536,760
+90,222
1778
$12.7M ﹤0.01%
356,831
-72,737
1779
$12.7M ﹤0.01%
2,566,283
+265,073
1780
$12.7M ﹤0.01%
511,771
+45,338
1781
$12.7M ﹤0.01%
493,559
+101,693
1782
$12.7M ﹤0.01%
914,170
-87,772
1783
$12.7M ﹤0.01%
478,078
+150,885
1784
$12.7M ﹤0.01%
640,160
-17,888
1785
$12.7M ﹤0.01%
516,327
+317,916
1786
$12.7M ﹤0.01%
779,762
+438,132
1787
$12.7M ﹤0.01%
554,155
+36,917
1788
$12.7M ﹤0.01%
360,993
-49,616
1789
$12.6M ﹤0.01%
214,702
+123,963
1790
$12.6M ﹤0.01%
188,314
+36,547
1791
$12.6M ﹤0.01%
370,792
-78,815
1792
$12.6M ﹤0.01%
92,153
-21,082
1793
$12.6M ﹤0.01%
1,967,405
+766,619
1794
$12.5M ﹤0.01%
654,001
-107,093
1795
$12.5M ﹤0.01%
474,510
-16,239
1796
$12.5M ﹤0.01%
773,407
-1,264,113
1797
$12.5M ﹤0.01%
77,198
-5,280
1798
$12.5M ﹤0.01%
677,994
-67,698
1799
$12.5M ﹤0.01%
123,470
+4,605
1800
$12.5M ﹤0.01%
225,000
70 71
72
73 74