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
2301
$6.98M ﹤0.01%
174,259
+21,449
2302
$6.98M ﹤0.01%
465,074
+348,800
2303
$6.97M ﹤0.01%
366,871
+45,472
2304
$6.96M ﹤0.01%
274,712
-6,747
2305
$6.95M ﹤0.01%
345,004
-318
2306
$6.95M ﹤0.01%
369,937
+26,174
2307
$6.94M ﹤0.01%
309,682
+137,834
2308
$6.94M ﹤0.01%
40,513
+7,736
2309
$6.93M ﹤0.01%
200,770
-77,734
2310
$6.92M ﹤0.01%
217,680
+51,940
2311
$6.91M ﹤0.01%
108,726
+26,688
2312
$6.91M ﹤0.01%
52,305
+30,016
2313
$6.9M ﹤0.01%
212,059
-321,207
2314
$6.9M ﹤0.01%
122,092
-340,488
2315
$6.9M ﹤0.01%
236,159
-34,709
2316
$6.87M ﹤0.01%
1,246,547
+733,123
2317
$6.85M ﹤0.01%
348,613
-121,094
2318
$6.84M ﹤0.01%
68,670
-19,755
2319
$6.84M ﹤0.01%
248,474
+79,530
2320
$6.84M ﹤0.01%
225,950
-2,971
2321
$6.83M ﹤0.01%
357,244
-46,943
2322
$6.82M ﹤0.01%
396,272
-59,237
2323
$6.82M ﹤0.01%
532,430
+42,050
2324
$6.82M ﹤0.01%
346,139
-14,304
2325
$6.81M ﹤0.01%
391,146
+213,345
91 92
93
94 95