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
4226
$688K ﹤0.01%
77,550
+76,491
4227
$688K ﹤0.01%
119,496
-60,423
4228
$687K ﹤0.01%
2,210
-13,441
4229
$686K ﹤0.01%
36,497
-1,371
4230
$686K ﹤0.01%
45,557
-79,509
4231
$684K ﹤0.01%
26,611
-10,897
4232
$682K ﹤0.01%
29,452
-471,346
4233
$681K ﹤0.01%
98,592
+74,145
4234
$681K ﹤0.01%
9,374
-11,957
4235
$680K ﹤0.01%
49,102
-77,428
4236
$680K ﹤0.01%
18,630
-90,755
4237
$678K ﹤0.01%
38,053
-23,601
4238
$678K ﹤0.01%
7,298
+2,329
4239
$677K ﹤0.01%
14,461
+375
4240
$676K ﹤0.01%
48,915
+6,703
4241
$676K ﹤0.01%
21,105
+3,995
4242
$675K ﹤0.01%
26,854
-18,790
4243
$675K ﹤0.01%
30,531
+4,249
4244
$673K ﹤0.01%
29,269
-19,034
4245
$672K ﹤0.01%
52,472
-22,608
4246
$672K ﹤0.01%
58,402
-70,987
4247
$668K ﹤0.01%
91,762
-1,383,847
4248
$668K ﹤0.01%
21,825
+2,219
4249
$668K ﹤0.01%
40,625
-31,755
4250
$667K ﹤0.01%
26,770
-626
168 169
170
171 172