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
1926
$10.7M ﹤0.01%
342,914
+77,279
1927
$10.7M ﹤0.01%
209,912
+31,543
1928
$10.7M ﹤0.01%
805,278
+4,738
1929
$10.7M ﹤0.01%
265,474
+24,500
1930
$10.7M ﹤0.01%
311,219
-78,241
1931
$10.7M ﹤0.01%
372,849
-19,944
1932
$10.7M ﹤0.01%
132,322
+64,899
1933
$10.6M ﹤0.01%
226,611
+66,874
1934
$10.6M ﹤0.01%
495,808
+73,136
1935
$10.6M ﹤0.01%
1,466,641
+1,332,414
1936
$10.6M ﹤0.01%
1,853,261
+138,005
1937
$10.6M ﹤0.01%
181,052
+37,396
1938
$10.5M ﹤0.01%
149,069
+48,030
1939
$10.5M ﹤0.01%
56,854
+31,992
1940
$10.5M ﹤0.01%
63,467
+13,435
1941
$10.5M ﹤0.01%
208,141
+116,999
1942
$10.5M ﹤0.01%
114,601
+10,621
1943
$10.5M ﹤0.01%
668,091
+385,735
1944
$10.5M ﹤0.01%
288,568
-327,438
1945
$10.5M ﹤0.01%
875,876
+268,460
1946
$10.5M ﹤0.01%
479,884
+155,018
1947
$10.4M ﹤0.01%
896,858
+150,091
1948
$10.4M ﹤0.01%
429,719
+401,397
1949
$10.4M ﹤0.01%
125,138
-102,030
1950
$10.4M ﹤0.01%
86,381
-8,116
76 77
78
79 80