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
1801
$12.5M ﹤0.01%
859,420
-280,485
1802
$12.5M ﹤0.01%
449,649
+159,459
1803
$12.5M ﹤0.01%
221,075
-25,404
1804
$12.5M ﹤0.01%
9,942
+1,105
1805
$12.5M ﹤0.01%
506,330
+502,614
1806
$12.5M ﹤0.01%
1,141,140
+21,244
1807
$12.4M ﹤0.01%
179,904
-89,174
1808
$12.4M ﹤0.01%
+419,897
1809
$12.4M ﹤0.01%
990,950
-246,155
1810
$12.4M ﹤0.01%
326,560
+10,384
1811
$12.4M ﹤0.01%
186,967
-11,638
1812
$12.4M ﹤0.01%
128,891
-20,632
1813
$12.3M ﹤0.01%
3,117,603
+1,285,914
1814
$12.3M ﹤0.01%
192,898
-208,311
1815
$12.3M ﹤0.01%
458,352
-40,459
1816
$12.3M ﹤0.01%
731,993
-110,500
1817
$12.3M ﹤0.01%
476,716
+174,188
1818
$12.3M ﹤0.01%
276,047
-295,283
1819
$12.3M ﹤0.01%
278,591
-94,674
1820
$12.3M ﹤0.01%
318,634
-40,182
1821
$12.3M ﹤0.01%
1,094,257
+940,797
1822
$12.2M ﹤0.01%
291,964
-133,985
1823
$12.2M ﹤0.01%
437,923
+52,561
1824
$12.2M ﹤0.01%
674,018
+420,252
1825
$12.2M ﹤0.01%
555,677
+2,755
71 72
73
74 75