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
2351
$6.71M ﹤0.01%
272,246
-11,376
2352
$6.7M ﹤0.01%
111,663
+12,096
2353
$6.7M ﹤0.01%
76,808
-74,661
2354
$6.69M ﹤0.01%
272,306
+91,368
2355
$6.69M ﹤0.01%
93,570
+17,655
2356
$6.69M ﹤0.01%
189,750
+31,179
2357
$6.66M ﹤0.01%
72,182
-134,043
2358
$6.65M ﹤0.01%
317,027
+51,683
2359
$6.64M ﹤0.01%
370,837
+121,494
2360
$6.62M ﹤0.01%
270,815
+306
2361
$6.61M ﹤0.01%
114,922
-11,256
2362
$6.6M ﹤0.01%
2,401,443
+2,292,234
2363
$6.6M ﹤0.01%
148,439
-14,535
2364
$6.6M ﹤0.01%
101,128
-26,979
2365
$6.58M ﹤0.01%
205,105
+48,753
2366
$6.58M ﹤0.01%
108,170
-12,414
2367
$6.57M ﹤0.01%
75,971
-86,590
2368
$6.56M ﹤0.01%
254,211
-118,244
2369
$6.55M ﹤0.01%
291,036
+102,575
2370
$6.55M ﹤0.01%
957,077
-38,417
2371
$6.54M ﹤0.01%
66,223
-72,509
2372
$6.51M ﹤0.01%
72,915
+14,445
2373
$6.51M ﹤0.01%
2,150,193
+751,378
2374
$6.5M ﹤0.01%
255,638
+3,057
2375
$6.48M ﹤0.01%
395,549
-229,068
93 94
95
96 97