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
4276
$647K ﹤0.01%
29,610
+11,931
4277
$647K ﹤0.01%
46,784
+1,510
4278
$646K ﹤0.01%
83,858
+17,779
4279
$646K ﹤0.01%
42,938
-7,088
4280
$643K ﹤0.01%
15,183
-13,925
4281
$643K ﹤0.01%
72,744
+43,553
4282
$642K ﹤0.01%
25,583
-1,837
4283
$639K ﹤0.01%
13,284
+656
4284
$638K ﹤0.01%
24,289
+3,052
4285
$637K ﹤0.01%
47,313
-17,219
4286
$637K ﹤0.01%
42,076
+41,032
4287
$637K ﹤0.01%
41,622
-15,865
4288
$636K ﹤0.01%
5,645
-4,178
4289
$636K ﹤0.01%
41,721
+11,147
4290
$635K ﹤0.01%
35,116
+3,650
4291
$634K ﹤0.01%
919
+112
4292
$633K ﹤0.01%
37,295
+13,903
4293
$632K ﹤0.01%
37,020
-868,536
4294
$632K ﹤0.01%
10,557
+641
4295
$631K ﹤0.01%
43,386
-1,434
4296
$631K ﹤0.01%
27,390
-45,482
4297
$631K ﹤0.01%
44,477
-56,244
4298
$630K ﹤0.01%
184,263
-16,077
4299
$630K ﹤0.01%
66,386
+12,371
4300
$629K ﹤0.01%
30,685
+17,399
170 171
172
173 174