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
2226
$7.61M ﹤0.01%
68,102
+11,428
2227
$7.57M ﹤0.01%
181,176
+66,310
2228
$7.56M ﹤0.01%
107,808
+64,105
2229
$7.56M ﹤0.01%
240,496
+122,647
2230
$7.54M ﹤0.01%
192,395
+41,560
2231
$7.54M ﹤0.01%
327,554
-31,643
2232
$7.54M ﹤0.01%
100,939
+9,063
2233
$7.53M ﹤0.01%
5,703,023
-1,293,845
2234
$7.53M ﹤0.01%
252,359
-56,249
2235
$7.53M ﹤0.01%
195,235
+22,959
2236
$7.52M ﹤0.01%
115,696
+32,054
2237
$7.52M ﹤0.01%
236,829
+106,936
2238
$7.49M ﹤0.01%
517,643
+163,971
2239
$7.49M ﹤0.01%
154,516
+101,912
2240
$7.48M ﹤0.01%
526,717
+14,032
2241
$7.47M ﹤0.01%
102,828
-11,230
2242
$7.47M ﹤0.01%
128,260
+1,867
2243
$7.46M ﹤0.01%
143,157
+53,713
2244
$7.45M ﹤0.01%
341,686
-240,566
2245
$7.45M ﹤0.01%
226,853
+56,504
2246
$7.44M ﹤0.01%
1,138,011
-232,092
2247
$7.43M ﹤0.01%
549,888
+66,316
2248
$7.43M ﹤0.01%
174,712
+29,219
2249
$7.42M ﹤0.01%
106,555
-15,218
2250
$7.42M ﹤0.01%
127,814
-16,849
88 89
90
91 92