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
4101
$818K ﹤0.01%
302,859
+209,967
4102
$817K ﹤0.01%
26,008
+5,214
4103
$817K ﹤0.01%
26,412
+5,556
4104
$816K ﹤0.01%
29,277
-17,828
4105
$816K ﹤0.01%
22,635
-921
4106
$816K ﹤0.01%
51,711
-2,236
4107
$816K ﹤0.01%
104,704
+56,215
4108
$815K ﹤0.01%
21,094
+6,782
4109
$815K ﹤0.01%
238,140
-21,973
4110
$814K ﹤0.01%
851
-9
4111
$813K ﹤0.01%
25,975
-4,324
4112
$812K ﹤0.01%
33,188
-38,119
4113
$811K ﹤0.01%
137,347
-11,078
4114
$810K ﹤0.01%
17,459
+5,541
4115
$809K ﹤0.01%
37,116
-4,763
4116
$805K ﹤0.01%
109,484
+101,293
4117
$803K ﹤0.01%
72,799
-12,762
4118
$803K ﹤0.01%
25,540
+8,779
4119
$801K ﹤0.01%
103,373
+52,491
4120
$800K ﹤0.01%
137
-80
4121
$800K ﹤0.01%
47,093
-55,238
4122
$800K ﹤0.01%
68,395
+5,829
4123
$799K ﹤0.01%
28,597
+25,585
4124
$798K ﹤0.01%
29,431
+28,338
4125
$798K ﹤0.01%
108,407
+13,860
163 164
165
166 167