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
3976
$985K ﹤0.01%
97,365
-56,474
3977
$984K ﹤0.01%
40,110
+28,082
3978
$983K ﹤0.01%
67,741
+19,858
3979
$982K ﹤0.01%
160
+41
3980
$982K ﹤0.01%
39,545
+2,338
3981
$982K ﹤0.01%
21,026
-2,082
3982
$981K ﹤0.01%
39,450
+4,884
3983
$979K ﹤0.01%
7,747
+3,675
3984
$979K ﹤0.01%
95,792
-6,671
3985
$974K ﹤0.01%
54,785
-16,567
3986
$972K ﹤0.01%
86,049
+85,029
3987
$971K ﹤0.01%
19,366
-127
3988
$969K ﹤0.01%
188,801
-29,223
3989
$969K ﹤0.01%
25,863
+4,036
3990
$968K ﹤0.01%
+37,003
3991
$966K ﹤0.01%
15,901
+5,025
3992
$965K ﹤0.01%
1,061
-173
3993
$964K ﹤0.01%
116,152
-15,778
3994
$963K ﹤0.01%
49,741
-1,568
3995
$962K ﹤0.01%
81,982
-18,770
3996
$958K ﹤0.01%
30,413
-608,226
3997
$957K ﹤0.01%
25,495
-246,311
3998
$955K ﹤0.01%
50,076
-1,691
3999
$954K ﹤0.01%
45,491
+34,946
4000
$953K ﹤0.01%
53,096
+4,585
158 159
160
161 162