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
4151
$773K ﹤0.01%
37,174
-127,257
4152
$773K ﹤0.01%
29,545
-608
4153
$770K ﹤0.01%
116,601
+7,534
4154
$767K ﹤0.01%
33,667
+820
4155
$767K ﹤0.01%
27,234
-2,899
4156
$767K ﹤0.01%
7,365
+3,811
4157
$767K ﹤0.01%
47,751
-43,260
4158
$764K ﹤0.01%
5,975
-5,305
4159
$763K ﹤0.01%
30,447
-14,166
4160
$763K ﹤0.01%
37,675
-7,658
4161
$761K ﹤0.01%
29,732
+3,855
4162
$760K ﹤0.01%
23,231
+10,838
4163
$760K ﹤0.01%
14,349
+6,265
4164
$760K ﹤0.01%
81,242
+74,399
4165
$759K ﹤0.01%
20,644
-111
4166
$759K ﹤0.01%
89,452
-47,862
4167
$758K ﹤0.01%
137,246
-37,128
4168
$758K ﹤0.01%
202,923
-136,685
4169
$758K ﹤0.01%
14,667
-5,325
4170
$756K ﹤0.01%
42,382
-28,547
4171
$754K ﹤0.01%
55,434
-30,114
4172
$753K ﹤0.01%
26,273
-6,203
4173
$752K ﹤0.01%
65,985
+34,656
4174
$752K ﹤0.01%
26,654
-16,227
4175
$751K ﹤0.01%
11,881
+8,731
165 166
167
168 169