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
176
$363M 0.12%
4,534,798
-1,353,567
177
$362M 0.12%
13,115,139
+295,662
178
$361M 0.12%
8,421,311
+884,987
179
$361M 0.12%
9,844,974
+1,223,906
180
$360M 0.12%
6,725,066
-421,016
181
$359M 0.12%
4,186,783
-3,187
182
$358M 0.12%
7,498,886
+2,258,462
183
$358M 0.12%
3,419,729
+172,944
184
$350M 0.12%
4,726,220
+323,103
185
$348M 0.12%
8,392,511
-1,323,079
186
$345M 0.12%
15,047,312
-1,987,757
187
$343M 0.12%
2,396,387
-76,374
188
$343M 0.12%
3,022,150
-231,684
189
$338M 0.12%
2,032,353
-267,216
190
$338M 0.12%
4,007,307
+22,461
191
$337M 0.12%
4,147,525
+2,353,367
192
$337M 0.12%
8,521,466
+1,118,861
193
$336M 0.11%
4,162,538
-473,876
194
$326M 0.11%
12,500,470
+3,812,585
195
$326M 0.11%
6,166,504
-388,212
196
$320M 0.11%
14,112,890
-6,552,175
197
$318M 0.11%
1,016,194
+17,831
198
$317M 0.11%
3,274,952
+23,858
199
$315M 0.11%
2,876,952
+462,089
200
$312M 0.11%
2,839,870
+417,440
6 7
8
9 10