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
4351
$579K ﹤0.01%
32,583
-17,062
4352
$578K ﹤0.01%
+11,709
4353
$578K ﹤0.01%
+61,608
4354
$577K ﹤0.01%
77,676
-9,559
4355
$576K ﹤0.01%
29,053
+26,628
4356
$575K ﹤0.01%
1,957
+1,502
4357
$575K ﹤0.01%
20,136
+3,320
4358
$575K ﹤0.01%
27,553
-33,535
4359
$575K ﹤0.01%
33,684
+3,049
4360
$574K ﹤0.01%
10,610
-18,737
4361
$573K ﹤0.01%
16,147
-63,144
4362
$573K ﹤0.01%
42,676
-177
4363
$572K ﹤0.01%
38,156
+4,006
4364
$569K ﹤0.01%
44,685
-14,871
4365
$569K ﹤0.01%
25,400
+1,311
4366
$569K ﹤0.01%
7,449
-153
4367
$568K ﹤0.01%
15,482
+5,157
4368
$568K ﹤0.01%
24,963
-1,859
4369
$567K ﹤0.01%
26,823
+9,000
4370
$567K ﹤0.01%
76,726
-6,321
4371
$566K ﹤0.01%
11,923
-92,653
4372
$566K ﹤0.01%
32,938
-3,431
4373
$565K ﹤0.01%
22,460
+19,209
4374
$564K ﹤0.01%
53,411
-23,227
4375
$562K ﹤0.01%
17,382
+11,505
173 174
175
176 177