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
4126
$796K ﹤0.01%
64,303
-36,508
4127
$795K ﹤0.01%
34,539
-227,339
4128
$794K ﹤0.01%
51,534
+44,436
4129
$794K ﹤0.01%
6,939
-495
4130
$791K ﹤0.01%
22,602
+4,354
4131
$789K ﹤0.01%
44,698
+29,378
4132
$788K ﹤0.01%
62,029
-44,284
4133
$787K ﹤0.01%
33,690
+11,263
4134
$787K ﹤0.01%
+26,333
4135
$786K ﹤0.01%
23,111
-11,373
4136
$785K ﹤0.01%
386,500
-94,551
4137
$784K ﹤0.01%
3,191
+1,430
4138
$784K ﹤0.01%
1,362
-872
4139
$783K ﹤0.01%
21,951
+9,351
4140
$782K ﹤0.01%
31,817
-7,013
4141
$781K ﹤0.01%
11,527
-2,403
4142
$779K ﹤0.01%
19,522
+7,505
4143
$779K ﹤0.01%
6,939
+1,423
4144
$777K ﹤0.01%
41,596
+3,211
4145
$777K ﹤0.01%
192,389
+8,377
4146
$776K ﹤0.01%
59,749
+16,135
4147
$776K ﹤0.01%
29,846
+194
4148
$775K ﹤0.01%
23,025
-2,168
4149
$775K ﹤0.01%
30,748
+6,772
4150
$774K ﹤0.01%
17,249
+4,336
164 165
166
167 168