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
2076
$9.01M ﹤0.01%
654,650
-93,435
2077
$9M ﹤0.01%
402,216
+356,545
2078
$8.98M ﹤0.01%
203,872
-14,634
2079
$8.98M ﹤0.01%
160,413
-44,587
2080
$8.97M ﹤0.01%
1,028,502
+29,640
2081
$8.97M ﹤0.01%
387,953
-631
2082
$8.95M ﹤0.01%
631,224
+421,008
2083
$8.95M ﹤0.01%
292,963
-16,499
2084
$8.95M ﹤0.01%
214,183
+164,914
2085
$8.94M ﹤0.01%
1,538,314
-521,622
2086
$8.94M ﹤0.01%
923,773
-98,634
2087
$8.93M ﹤0.01%
268,127
-6,448
2088
$8.91M ﹤0.01%
109,157
+31,356
2089
$8.89M ﹤0.01%
608,736
-218,285
2090
$8.89M ﹤0.01%
200,831
-144,435
2091
$8.87M ﹤0.01%
293,957
-1,946
2092
$8.87M ﹤0.01%
20,657
-3,610
2093
$8.87M ﹤0.01%
173,816
+11,400
2094
$8.83M ﹤0.01%
640,810
-21,482
2095
$8.83M ﹤0.01%
111,385
+19,872
2096
$8.83M ﹤0.01%
147,238
+9,838
2097
$8.82M ﹤0.01%
142,273
+39,332
2098
$8.81M ﹤0.01%
955,946
+246,337
2099
$8.79M ﹤0.01%
342,465
+297,176
2100
$8.79M ﹤0.01%
552,555
+109,112
82 83
84
85 86