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
2101
$8.79M ﹤0.01%
244,446
-17,926
2102
$8.79M ﹤0.01%
44,150
+2,916
2103
$8.76M ﹤0.01%
1,145,430
+289,337
2104
$8.76M ﹤0.01%
246,488
+34,069
2105
$8.76M ﹤0.01%
340,089
+8,920
2106
$8.73M ﹤0.01%
150,492
-14,153
2107
$8.71M ﹤0.01%
375,925
-8,338
2108
$8.69M ﹤0.01%
259,802
+167,411
2109
$8.67M ﹤0.01%
111,139
-2,344
2110
$8.67M ﹤0.01%
339,594
+158,838
2111
$8.66M ﹤0.01%
299,572
+87,855
2112
$8.64M ﹤0.01%
128,889
+114,412
2113
$8.63M ﹤0.01%
840,660
-110,075
2114
$8.61M ﹤0.01%
288,886
+14,004
2115
$8.58M ﹤0.01%
319,148
-59,841
2116
$8.57M ﹤0.01%
74,360
+4,553
2117
$8.56M ﹤0.01%
223,429
-367,960
2118
$8.55M ﹤0.01%
420,360
+14,774
2119
$8.54M ﹤0.01%
343,026
+231,021
2120
$8.53M ﹤0.01%
717,786
+37,171
2121
$8.51M ﹤0.01%
309,199
-426,644
2122
$8.49M ﹤0.01%
130,952
+27,680
2123
$8.48M ﹤0.01%
245,521
+231,373
2124
$8.47M ﹤0.01%
107,526
+4,649
2125
$8.46M ﹤0.01%
627,893
+40,195
83 84
85
86 87