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
4176
$749K ﹤0.01%
22,595
+1,899
4177
$749K ﹤0.01%
31,308
-1,230
4178
$748K ﹤0.01%
2,444
+1,550
4179
$745K ﹤0.01%
63
+21
4180
$744K ﹤0.01%
20,262
-550
4181
$742K ﹤0.01%
13,888
-1,075
4182
$740K ﹤0.01%
55,943
-46,543
4183
$737K ﹤0.01%
14,520
+634
4184
$735K ﹤0.01%
66,283
+1,916
4185
$735K ﹤0.01%
54,409
+20,855
4186
$732K ﹤0.01%
89,643
+89,293
4187
$731K ﹤0.01%
309,796
+114,991
4188
$731K ﹤0.01%
82,504
+5,830
4189
$727K ﹤0.01%
52,829
-173,751
4190
$727K ﹤0.01%
39,606
-11,060
4191
$726K ﹤0.01%
56,703
-43,603
4192
$725K ﹤0.01%
27,402
+17,799
4193
$721K ﹤0.01%
28,872
+177
4194
$720K ﹤0.01%
23,859
-90,107
4195
$720K ﹤0.01%
67,388
-45,953
4196
$719K ﹤0.01%
115,980
-89,758
4197
$718K ﹤0.01%
16,656
+5,360
4198
$717K ﹤0.01%
27,866
-38,993
4199
$717K ﹤0.01%
19,892
-3,687
4200
$715K ﹤0.01%
70,522
-960
166 167
168
169 170