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
4451
$492K ﹤0.01%
26,328
+3,074
4452
$491K ﹤0.01%
18,113
-4,750
4453
$489K ﹤0.01%
55,625
+9,124
4454
$489K ﹤0.01%
34,669
-1,445
4455
$487K ﹤0.01%
20,891
-202,698
4456
$486K ﹤0.01%
15,727
+1,910
4457
$486K ﹤0.01%
12,737
+12,237
4458
$485K ﹤0.01%
46,683
+7,560
4459
$485K ﹤0.01%
48,527
+23,755
4460
$485K ﹤0.01%
52
-8
4461
$482K ﹤0.01%
189,272
+6,800
4462
$482K ﹤0.01%
7,332
+4,002
4463
$481K ﹤0.01%
42,313
+1,095
4464
$481K ﹤0.01%
19,228
-2,335,622
4465
$480K ﹤0.01%
19,538
-1,926
4466
$479K ﹤0.01%
53,443
-19,764
4467
$479K ﹤0.01%
36,590
-21,910
4468
$479K ﹤0.01%
10,562
-3,565
4469
$477K ﹤0.01%
68,582
+58,382
4470
$476K ﹤0.01%
7,634
+3,971
4471
$476K ﹤0.01%
588
-262
4472
$475K ﹤0.01%
29,505
-8,757
4473
$474K ﹤0.01%
22,624
-8,573
4474
$473K ﹤0.01%
93,791
-13,369
4475
$472K ﹤0.01%
12,626
-4,032
177 178
179
180 181