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
4376
$561K ﹤0.01%
5,788
-4,200
4377
$559K ﹤0.01%
23,218
-49,562
4378
$559K ﹤0.01%
+25,758
4379
$558K ﹤0.01%
15,640
+12,519
4380
$558K ﹤0.01%
119,462
-178,688
4381
$555K ﹤0.01%
49,787
+6,054
4382
$555K ﹤0.01%
17,174
+16,780
4383
$554K ﹤0.01%
15,965
+10,385
4384
$553K ﹤0.01%
230,370
+5,177
4385
$553K ﹤0.01%
155,050
+65,299
4386
$551K ﹤0.01%
39,677
+1,500
4387
$549K ﹤0.01%
110,915
+29,029
4388
$549K ﹤0.01%
15,240
+1,204
4389
$548K ﹤0.01%
2,669
-185
4390
$547K ﹤0.01%
24,570
-64,680
4391
$546K ﹤0.01%
43,238
-28,786
4392
$544K ﹤0.01%
212,374
-8,200
4393
$544K ﹤0.01%
7,197
-13,161
4394
$539K ﹤0.01%
28,644
+1,954
4395
$538K ﹤0.01%
66,318
-3,758
4396
$536K ﹤0.01%
36,242
+25,716
4397
$536K ﹤0.01%
35,210
-11,537
4398
$536K ﹤0.01%
2,684
-7,926
4399
$534K ﹤0.01%
183,556
-2,248
4400
$533K ﹤0.01%
17,975
+6,936
174 175
176
177 178