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
4301
$629K ﹤0.01%
34,418
+4,415
4302
$629K ﹤0.01%
24,664
+52
4303
$628K ﹤0.01%
56,405
+6,486
4304
$628K ﹤0.01%
115,758
-2,029
4305
$627K ﹤0.01%
18,887
-223,343
4306
$627K ﹤0.01%
38,718
-15,957
4307
$627K ﹤0.01%
41,395
+14,386
4308
$627K ﹤0.01%
173,699
-87,019
4309
$626K ﹤0.01%
39,831
+525
4310
$623K ﹤0.01%
46,231
+14,605
4311
$622K ﹤0.01%
70,064
-85,256
4312
$619K ﹤0.01%
40,245
+27
4313
$617K ﹤0.01%
103,521
-11,905
4314
$617K ﹤0.01%
9,339
+596
4315
$616K ﹤0.01%
5,504
+4,459
4316
$614K ﹤0.01%
25,856
-14,233
4317
$613K ﹤0.01%
34,995
-6,722
4318
$613K ﹤0.01%
5,147
+242
4319
$613K ﹤0.01%
12,833
-11,539
4320
$613K ﹤0.01%
+26,113
4321
$613K ﹤0.01%
41,470
+10,379
4322
$613K ﹤0.01%
24,812
-855
4323
$611K ﹤0.01%
57,737
-9,475
4324
$608K ﹤0.01%
31,046
+2,770
4325
$604K ﹤0.01%
23,620
+8,114
171 172
173
174 175