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
1851
$11.7M ﹤0.01%
1,149,678
+552,921
1852
$11.7M ﹤0.01%
993,143
+231,788
1853
$11.7M ﹤0.01%
1,098,465
-726,635
1854
$11.7M ﹤0.01%
110,089
+43,133
1855
$11.7M ﹤0.01%
156,089
+96,366
1856
$11.7M ﹤0.01%
280,236
+5,209
1857
$11.7M ﹤0.01%
115,474
+81,105
1858
$11.6M ﹤0.01%
674,289
+327,624
1859
$11.6M ﹤0.01%
614,785
-236,203
1860
$11.6M ﹤0.01%
393,498
-94,663
1861
$11.6M ﹤0.01%
722,265
+53,231
1862
$11.6M ﹤0.01%
399,145
+98,876
1863
$11.5M ﹤0.01%
1,052,720
+780,330
1864
$11.5M ﹤0.01%
879,887
+150,543
1865
$11.5M ﹤0.01%
93,383
-37,285
1866
$11.5M ﹤0.01%
843,558
+168,406
1867
$11.5M ﹤0.01%
631,596
-11,399
1868
$11.5M ﹤0.01%
238,217
+18,719
1869
$11.4M ﹤0.01%
469,525
-57,145
1870
$11.4M ﹤0.01%
735,090
-476,860
1871
$11.4M ﹤0.01%
572,110
+66,648
1872
$11.4M ﹤0.01%
1,161,311
+250,016
1873
$11.4M ﹤0.01%
195,894
+27,642
1874
$11.4M ﹤0.01%
307,272
-60,542
1875
$11.4M ﹤0.01%
787,554
-487,959
73 74
75
76 77