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
4251
$667K ﹤0.01%
307,400
+43,800
4252
$667K ﹤0.01%
54,121
+51,173
4253
$667K ﹤0.01%
59,832
+16,141
4254
$666K ﹤0.01%
25,079
+14,026
4255
$666K ﹤0.01%
125,909
-17,150
4256
$666K ﹤0.01%
242,273
+85,337
4257
$665K ﹤0.01%
+1
4258
$665K ﹤0.01%
22,621
+6,803
4259
$664K ﹤0.01%
13,631
+12,971
4260
$663K ﹤0.01%
40,788
-24,294
4261
$663K ﹤0.01%
78,282
-128,859
4262
$662K ﹤0.01%
+29,181
4263
$661K ﹤0.01%
16,614
+15,614
4264
$656K ﹤0.01%
65,908
-24,814
4265
$652K ﹤0.01%
7,127
+4,820
4266
$652K ﹤0.01%
36,384
+18,444
4267
$651K ﹤0.01%
23,161
-10,191
4268
$651K ﹤0.01%
35,024
-128,087
4269
$651K ﹤0.01%
84,497
+83,167
4270
$650K ﹤0.01%
28,971
+11,273
4271
$650K ﹤0.01%
61,470
-34,129
4272
$649K ﹤0.01%
8,486
-513
4273
$649K ﹤0.01%
70,524
+995
4274
$648K ﹤0.01%
16,127
+4,871
4275
$648K ﹤0.01%
19,686
+5,435
169 170
171
172 173