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
4051
$875K ﹤0.01%
36,900
+34,872
4052
$874K ﹤0.01%
34,746
+23,839
4053
$874K ﹤0.01%
14,524
+3,403
4054
$874K ﹤0.01%
186,048
-20,202
4055
$872K ﹤0.01%
10,740
-8,717
4056
$868K ﹤0.01%
51,605
-153,260
4057
$865K ﹤0.01%
127,254
-6,686
4058
$865K ﹤0.01%
14,474
+5,162
4059
$865K ﹤0.01%
51,524
+4,378
4060
$864K ﹤0.01%
65,623
+48,120
4061
$863K ﹤0.01%
50,448
+23,861
4062
$863K ﹤0.01%
37,827
+22,169
4063
$858K ﹤0.01%
9,837
+6,900
4064
$856K ﹤0.01%
11,039
-6,001
4065
$855K ﹤0.01%
26,711
+5,321
4066
$854K ﹤0.01%
26,934
+22,204
4067
$851K ﹤0.01%
26,813
-1,156
4068
$850K ﹤0.01%
48,948
+31,257
4069
$848K ﹤0.01%
33,815
-29,178
4070
$846K ﹤0.01%
101,831
+92,528
4071
$845K ﹤0.01%
44,100
+24,900
4072
$844K ﹤0.01%
53,126
+5,065
4073
$842K ﹤0.01%
11,844
-1,088
4074
$842K ﹤0.01%
74,287
+54,512
4075
$839K ﹤0.01%
31,143
+2,728
161 162
163
164 165