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
2176
$8.03M ﹤0.01%
179,955
+85,578
2177
$8.02M ﹤0.01%
179,897
-45,473
2178
$8.02M ﹤0.01%
501,871
-741,375
2179
$8.01M ﹤0.01%
2
+1
2180
$8.01M ﹤0.01%
384,893
-24,340
2181
$7.99M ﹤0.01%
933,778
-298,135
2182
$7.98M ﹤0.01%
390,344
+20,438
2183
$7.97M ﹤0.01%
616,505
+34,669
2184
$7.97M ﹤0.01%
550,501
-6,841
2185
$7.95M ﹤0.01%
+785,088
2186
$7.94M ﹤0.01%
200,679
+29,159
2187
$7.93M ﹤0.01%
253,150
-77,267
2188
$7.93M ﹤0.01%
509,434
+95,298
2189
$7.92M ﹤0.01%
227,950
+85,525
2190
$7.91M ﹤0.01%
148,348
-3,477
2191
$7.91M ﹤0.01%
198,389
+79,582
2192
$7.89M ﹤0.01%
131,324
+40,609
2193
$7.87M ﹤0.01%
82,421
+65,592
2194
$7.87M ﹤0.01%
557,002
-28,776
2195
$7.86M ﹤0.01%
146,934
-164,363
2196
$7.84M ﹤0.01%
9,282
-71
2197
$7.82M ﹤0.01%
396,939
+31,953
2198
$7.82M ﹤0.01%
239,261
-53,519
2199
$7.82M ﹤0.01%
231,138
-7,810
2200
$7.81M ﹤0.01%
237,790
-11,739
86 87
88
89 90