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
4401
$533K ﹤0.01%
19,605
+1,093
4402
$533K ﹤0.01%
22,472
+3,943
4403
$532K ﹤0.01%
37,840
+1,933
4404
$531K ﹤0.01%
8,671
+5,167
4405
$529K ﹤0.01%
37,621
-30,269
4406
$529K ﹤0.01%
5,364
+608
4407
$529K ﹤0.01%
34,200
4408
$529K ﹤0.01%
31,797
+17
4409
$528K ﹤0.01%
69,214
-45,097
4410
$527K ﹤0.01%
+15,042
4411
$526K ﹤0.01%
53,869
-12,185
4412
$525K ﹤0.01%
20,986
-28,632
4413
$524K ﹤0.01%
3,972
+3,471
4414
$523K ﹤0.01%
11,569
+3,490
4415
$523K ﹤0.01%
32,955
-234
4416
$521K ﹤0.01%
12,836
+624
4417
$520K ﹤0.01%
2,095
+260
4418
$519K ﹤0.01%
21,125
+6,069
4419
$518K ﹤0.01%
6,933
-1,741
4420
$517K ﹤0.01%
10,713
+4,432
4421
$516K ﹤0.01%
17,803
+7,912
4422
$516K ﹤0.01%
28,880
-27,299
4423
$515K ﹤0.01%
20,926
+5,453
4424
$514K ﹤0.01%
42,227
+20,186
4425
$513K ﹤0.01%
20,492
+2,682
175 176
177
178 179