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
3801
$1.24M ﹤0.01%
85,954
-3,160
3802
$1.24M ﹤0.01%
69,904
+16,281
3803
$1.24M ﹤0.01%
35,542
-22,547
3804
$1.24M ﹤0.01%
149,490
-9,281
3805
$1.24M ﹤0.01%
83,632
-17,623
3806
$1.24M ﹤0.01%
45,048
+915
3807
$1.23M ﹤0.01%
293,708
-8,399
3808
$1.23M ﹤0.01%
181,593
+127,455
3809
$1.23M ﹤0.01%
35,725
-1,929
3810
$1.23M ﹤0.01%
20,273
-293
3811
$1.23M ﹤0.01%
89,507
+15,424
3812
$1.22M ﹤0.01%
22,964
-368,408
3813
$1.22M ﹤0.01%
67,915
-8,017
3814
$1.22M ﹤0.01%
84,991
+43,193
3815
$1.22M ﹤0.01%
63,101
+9,464
3816
$1.22M ﹤0.01%
169,164
-311,231
3817
$1.22M ﹤0.01%
671,786
-401,592
3818
$1.22M ﹤0.01%
41,897
+22,350
3819
$1.21M ﹤0.01%
70,453
+13,860
3820
$1.21M ﹤0.01%
14,210
-20,927
3821
$1.21M ﹤0.01%
64,604
+12,796
3822
$1.21M ﹤0.01%
143,675
-23,229
3823
$1.21M ﹤0.01%
80,630
-55,349
3824
$1.21M ﹤0.01%
42,829
+34,125
3825
$1.2M ﹤0.01%
29,912
+751
151 152
153
154 155