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
4076
$838K ﹤0.01%
47,551
+29,141
4077
$838K ﹤0.01%
48,214
+46,300
4078
$837K ﹤0.01%
68,382
+66,301
4079
$837K ﹤0.01%
48,718
-21,033
4080
$836K ﹤0.01%
14,587
+8,256
4081
$835K ﹤0.01%
34,124
+1,089
4082
$835K ﹤0.01%
139,041
-18,764
4083
$835K ﹤0.01%
70,029
+3,540
4084
$834K ﹤0.01%
23,678
+21,311
4085
$834K ﹤0.01%
141,170
+110,129
4086
$832K ﹤0.01%
21,133
+10,549
4087
$829K ﹤0.01%
175,925
-6,317
4088
$827K ﹤0.01%
2,846
-1,123
4089
$827K ﹤0.01%
71,420
-30,829
4090
$827K ﹤0.01%
56,683
-220,468
4091
$826K ﹤0.01%
27,433
+10
4092
$822K ﹤0.01%
33,133
+27,688
4093
$822K ﹤0.01%
15,390
-9,228
4094
$821K ﹤0.01%
17,738
-77,249
4095
$821K ﹤0.01%
84,256
-8,050
4096
$821K ﹤0.01%
154,697
-83,233
4097
$820K ﹤0.01%
31,933
+2,300
4098
$819K ﹤0.01%
54,645
+2,523
4099
$819K ﹤0.01%
15,280
-4,032
4100
$818K ﹤0.01%
19,786
+1,175
162 163
164
165 166