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
3876
$1.12M ﹤0.01%
27,059
+81
3877
$1.12M ﹤0.01%
45,305
+7,450
3878
$1.12M ﹤0.01%
86,738
-64,250
3879
$1.11M ﹤0.01%
53,389
+780
3880
$1.11M ﹤0.01%
48,309
-37,290
3881
$1.11M ﹤0.01%
60,305
+10,258
3882
$1.11M ﹤0.01%
80,669
+1,805
3883
$1.11M ﹤0.01%
18,092
+3,754
3884
$1.1M ﹤0.01%
36,495
+19,241
3885
$1.1M ﹤0.01%
62,265
+60,073
3886
$1.1M ﹤0.01%
83,695
+26,370
3887
$1.1M ﹤0.01%
35,085
-5,966
3888
$1.09M ﹤0.01%
85,689
+33,097
3889
$1.09M ﹤0.01%
62,326
+2,350
3890
$1.09M ﹤0.01%
60,097
+29,453
3891
$1.09M ﹤0.01%
65,122
+3,943
3892
$1.09M ﹤0.01%
13,244
+1,558
3893
$1.09M ﹤0.01%
38,385
+9,425
3894
$1.09M ﹤0.01%
237,907
+1,855
3895
$1.09M ﹤0.01%
54,579
+52,545
3896
$1.09M ﹤0.01%
30,988
-4,062
3897
$1.08M ﹤0.01%
20,731
-8,045
3898
$1.08M ﹤0.01%
315
-136
3899
$1.08M ﹤0.01%
57,794
+125
3900
$1.08M ﹤0.01%
6,732
+3,240
154 155
156
157 158