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
2201
$7.8M ﹤0.01%
146,217
-6,628
2202
$7.79M ﹤0.01%
491,843
+9,264
2203
$7.77M ﹤0.01%
152,538
+9,918
2204
$7.76M ﹤0.01%
179,533
-303,227
2205
$7.76M ﹤0.01%
141,587
+30,261
2206
$7.75M ﹤0.01%
307,007
+97,637
2207
$7.74M ﹤0.01%
364,099
+35,142
2208
$7.74M ﹤0.01%
444,740
+380,441
2209
$7.72M ﹤0.01%
793,847
+38,824
2210
$7.72M ﹤0.01%
371,012
+105,897
2211
$7.71M ﹤0.01%
173,117
+33,253
2212
$7.7M ﹤0.01%
342,545
-33,261
2213
$7.69M ﹤0.01%
103,860
+51,849
2214
$7.69M ﹤0.01%
429,499
-161,755
2215
$7.69M ﹤0.01%
928,247
+89,730
2216
$7.68M ﹤0.01%
404,392
-3,207
2217
$7.68M ﹤0.01%
615,152
+22,152
2218
$7.67M ﹤0.01%
961,166
-214,781
2219
$7.66M ﹤0.01%
413,705
+368,154
2220
$7.65M ﹤0.01%
307,509
+72,913
2221
$7.64M ﹤0.01%
136,957
-38,276
2222
$7.62M ﹤0.01%
472,906
+118,212
2223
$7.62M ﹤0.01%
344,593
+117,675
2224
$7.62M ﹤0.01%
655,469
-5,120
2225
$7.62M ﹤0.01%
151,870
+89,279
87 88
89
90 91