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
2401
$6.32M ﹤0.01%
103,162
-22,027
2402
$6.31M ﹤0.01%
447,002
-12,054
2403
$6.27M ﹤0.01%
210,811
+6,704
2404
$6.27M ﹤0.01%
255,773
+6,268
2405
$6.27M ﹤0.01%
+227,420
2406
$6.26M ﹤0.01%
100,009
-91,655
2407
$6.25M ﹤0.01%
213,245
-74,253
2408
$6.24M ﹤0.01%
321,145
+57,586
2409
$6.24M ﹤0.01%
198,174
+36,676
2410
$6.24M ﹤0.01%
74,820
-67,619
2411
$6.24M ﹤0.01%
625,560
+106,525
2412
$6.23M ﹤0.01%
113,474
+77,536
2413
$6.23M ﹤0.01%
519,245
+6,502
2414
$6.22M ﹤0.01%
186,310
+57,639
2415
$6.21M ﹤0.01%
352,251
+6,421
2416
$6.2M ﹤0.01%
225,191
-2,640
2417
$6.19M ﹤0.01%
417,747
+60,780
2418
$6.19M ﹤0.01%
84,413
+66,138
2419
$6.19M ﹤0.01%
175,266
-29,826
2420
$6.18M ﹤0.01%
228,931
-348,370
2421
$6.18M ﹤0.01%
262,852
+207,814
2422
$6.17M ﹤0.01%
280,012
+180,138
2423
$6.16M ﹤0.01%
154,391
+113,149
2424
$6.16M ﹤0.01%
167,987
-336,874
2425
$6.15M ﹤0.01%
211,007
-18,119
95 96
97
98 99