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
4001
$951K ﹤0.01%
13,615
+11,551
4002
$950K ﹤0.01%
101,156
+54,814
4003
$944K ﹤0.01%
29,829
-54,867
4004
$941K ﹤0.01%
72,191
-6,076
4005
$938K ﹤0.01%
49,595
+4,145
4006
$938K ﹤0.01%
57,892
-63,939
4007
$937K ﹤0.01%
43,286
-36,968
4008
$932K ﹤0.01%
10,247
-2,119
4009
$931K ﹤0.01%
67,366
+1,006
4010
$930K ﹤0.01%
38,106
+4,756
4011
$928K ﹤0.01%
9,880
+171
4012
$926K ﹤0.01%
81,234
+74,608
4013
$925K ﹤0.01%
180,573
4014
$924K ﹤0.01%
37,607
-1,121
4015
$923K ﹤0.01%
38,817
-12,247
4016
$923K ﹤0.01%
120,538
-3,100
4017
$922K ﹤0.01%
5,609
+5,608
4018
$922K ﹤0.01%
32,865
-198,262
4019
$921K ﹤0.01%
64,057
-12,578
4020
$921K ﹤0.01%
59,776
-773
4021
$921K ﹤0.01%
63,407
+5,599
4022
$921K ﹤0.01%
46,443
-75,549
4023
$920K ﹤0.01%
348,813
+295,677
4024
$919K ﹤0.01%
59,803
-4,052
4025
$918K ﹤0.01%
71,866
-7,450
159 160
161
162 163