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
1826
$12.2M ﹤0.01%
351,551
-23,941
1827
$12.2M ﹤0.01%
251,785
+39,087
1828
$12.2M ﹤0.01%
166,214
-157,507
1829
$12.1M ﹤0.01%
909,047
-53,782
1830
$12.1M ﹤0.01%
264,775
-101,876
1831
$12.1M ﹤0.01%
2,881,416
-2,398,595
1832
$12.1M ﹤0.01%
917,273
+51,328
1833
$12.1M ﹤0.01%
543,531
-75,950
1834
$12.1M ﹤0.01%
462,036
+456,951
1835
$12.1M ﹤0.01%
168,888
+44,117
1836
$12.1M ﹤0.01%
860,940
-15,192
1837
$12M ﹤0.01%
544,644
-755,605
1838
$12M ﹤0.01%
778,346
-158,405
1839
$12M ﹤0.01%
+588,586
1840
$12M ﹤0.01%
941,440
+182,058
1841
$11.9M ﹤0.01%
692,512
-639,975
1842
$11.9M ﹤0.01%
46,057
+30,129
1843
$11.9M ﹤0.01%
155,056
-352,490
1844
$11.9M ﹤0.01%
375,326
-23,774
1845
$11.8M ﹤0.01%
417,978
-554,484
1846
$11.8M ﹤0.01%
799,222
+307,963
1847
$11.8M ﹤0.01%
1,250,493
+523
1848
$11.8M ﹤0.01%
358,490
+85,013
1849
$11.8M ﹤0.01%
856,858
+401,645
1850
$11.7M ﹤0.01%
433,698
+36,271
72 73
74
75 76