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
1951
$10.4M ﹤0.01%
362,969
-98,790
1952
$10.4M ﹤0.01%
248,437
+55,074
1953
$10.4M ﹤0.01%
333,082
+1,329
1954
$10.3M ﹤0.01%
463,283
+353,458
1955
$10.3M ﹤0.01%
264,306
-46,239
1956
$10.3M ﹤0.01%
283,780
+116,726
1957
$10.3M ﹤0.01%
125,936
+58,501
1958
$10.3M ﹤0.01%
396,550
-269,046
1959
$10.3M ﹤0.01%
1,445,210
+329,625
1960
$10.2M ﹤0.01%
39,699
+7,701
1961
$10.2M ﹤0.01%
775,392
+576,549
1962
$10.2M ﹤0.01%
941,910
+52,957
1963
$10.2M ﹤0.01%
544,546
-15,439
1964
$10.2M ﹤0.01%
267,470
-3,157
1965
$10.2M ﹤0.01%
1,267,604
-367,409
1966
$10.1M ﹤0.01%
128,669
+81,074
1967
$10.1M ﹤0.01%
156,702
-109,575
1968
$10.1M ﹤0.01%
331,211
-2,011
1969
$10.1M ﹤0.01%
221,291
-228,730
1970
$10.1M ﹤0.01%
1,183,647
-733,719
1971
$10.1M ﹤0.01%
168,162
+34,396
1972
$10.1M ﹤0.01%
97,811
+56,980
1973
$10.1M ﹤0.01%
71,483
-37,976
1974
$10.1M ﹤0.01%
456,958
-109,568
1975
$10.1M ﹤0.01%
426,911
+24,479
77 78
79
80 81