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
3851
$1.17M ﹤0.01%
27,264
-3,774
3852
$1.17M ﹤0.01%
591,174
-212,543
3853
$1.16M ﹤0.01%
87,985
-21,780
3854
$1.16M ﹤0.01%
46,482
+11,874
3855
$1.16M ﹤0.01%
24,376
+10,751
3856
$1.16M ﹤0.01%
29,645
+368
3857
$1.16M ﹤0.01%
60,374
+4,556
3858
$1.16M ﹤0.01%
64,868
+4,759
3859
$1.16M ﹤0.01%
35,018
+23,859
3860
$1.15M ﹤0.01%
75,174
+1,362
3861
$1.15M ﹤0.01%
29,933
+14,550
3862
$1.14M ﹤0.01%
33,071
-28,103
3863
$1.14M ﹤0.01%
168,977
+27,819
3864
$1.14M ﹤0.01%
97,750
+17,074
3865
$1.14M ﹤0.01%
27,644
-9,737
3866
$1.14M ﹤0.01%
144,099
-190,845
3867
$1.14M ﹤0.01%
41,289
-8,992
3868
$1.14M ﹤0.01%
56,217
+52,137
3869
$1.13M ﹤0.01%
78,916
+3,397
3870
$1.13M ﹤0.01%
50,907
+43,448
3871
$1.13M ﹤0.01%
127,032
-29,298
3872
$1.12M ﹤0.01%
148,335
-31,134
3873
$1.12M ﹤0.01%
12,800
-8,188
3874
$1.12M ﹤0.01%
31,335
+25,652
3875
$1.12M ﹤0.01%
329
+181
153 154
155
156 157