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
1901
$11.1M ﹤0.01%
362,687
+41,930
1902
$11.1M ﹤0.01%
353,322
+137,429
1903
$11.1M ﹤0.01%
1,138,700
+509,346
1904
$11.1M ﹤0.01%
1,495,410
-52,073
1905
$11M ﹤0.01%
318,590
+206,703
1906
$11M ﹤0.01%
896,818
-42,212
1907
$11M ﹤0.01%
709,028
-84,744
1908
$11M ﹤0.01%
1,043,076
+235,591
1909
$11M ﹤0.01%
238,404
+33,609
1910
$11M ﹤0.01%
2,640,565
-120,565
1911
$11M ﹤0.01%
255,783
+24,995
1912
$11M ﹤0.01%
228,324
+1,938
1913
$10.9M ﹤0.01%
1,076,854
-2,300,062
1914
$10.9M ﹤0.01%
239,530
+55,312
1915
$10.9M ﹤0.01%
477,745
-58,165
1916
$10.9M ﹤0.01%
283,269
+128,992
1917
$10.9M ﹤0.01%
583,259
+161,997
1918
$10.9M ﹤0.01%
173,477
-52,113
1919
$10.9M ﹤0.01%
344,025
+290,155
1920
$10.8M ﹤0.01%
449,540
+78,591
1921
$10.8M ﹤0.01%
174,256
-56,057
1922
$10.8M ﹤0.01%
304,051
+37,965
1923
$10.8M ﹤0.01%
543,769
-38,792
1924
$10.8M ﹤0.01%
211,573
-26,357
1925
$10.7M ﹤0.01%
689,119
+138,740
75 76
77
78 79