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
1876
$11.4M ﹤0.01%
249,310
-27,402
1877
$11.4M ﹤0.01%
542,670
-4,922,736
1878
$11.3M ﹤0.01%
184,286
-10,456
1879
$11.3M ﹤0.01%
138,787
-480,106
1880
$11.3M ﹤0.01%
198,670
-6,270
1881
$11.3M ﹤0.01%
341,201
+209,112
1882
$11.3M ﹤0.01%
684,076
-87,313
1883
$11.3M ﹤0.01%
446,541
+37,358
1884
$11.2M ﹤0.01%
160,976
+80,735
1885
$11.2M ﹤0.01%
328,565
+52,513
1886
$11.2M ﹤0.01%
260,394
-724,255
1887
$11.2M ﹤0.01%
1,003,330
-233,890
1888
$11.2M ﹤0.01%
270,860
-73,162
1889
$11.2M ﹤0.01%
145,568
-37,813
1890
$11.2M ﹤0.01%
896,963
-89,857
1891
$11.2M ﹤0.01%
142,604
-95,801
1892
$11.2M ﹤0.01%
415,877
-987,663
1893
$11.2M ﹤0.01%
444,756
-34,159
1894
$11.2M ﹤0.01%
616,432
-2,768
1895
$11.2M ﹤0.01%
360,700
+155,603
1896
$11.2M ﹤0.01%
454,684
-535,182
1897
$11.2M ﹤0.01%
914,631
-157,743
1898
$11.1M ﹤0.01%
804,840
+4,764
1899
$11.1M ﹤0.01%
269,509
+158,456
1900
$11.1M ﹤0.01%
425,464
-462,958
74 75
76
77 78