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
4476
$471K ﹤0.01%
15,496
+4,998
4477
$470K ﹤0.01%
1,874
+1,616
4478
$469K ﹤0.01%
+3,381
4479
$469K ﹤0.01%
109,303
-38,983
4480
$468K ﹤0.01%
150,518
-209,623
4481
$468K ﹤0.01%
60,442
+32,771
4482
$467K ﹤0.01%
20,113
-2,744
4483
$466K ﹤0.01%
31,238
-49,317
4484
$465K ﹤0.01%
16,595
+520
4485
$464K ﹤0.01%
134,715
+34,862
4486
$463K ﹤0.01%
31,382
-49,238
4487
$462K ﹤0.01%
42,104
-39,355
4488
$462K ﹤0.01%
24,467
+9,764
4489
$462K ﹤0.01%
24,780
-8,839
4490
$461K ﹤0.01%
9,113
+4,363
4491
$460K ﹤0.01%
52,520
+3,180
4492
$460K ﹤0.01%
21,985
-201
4493
$457K ﹤0.01%
28,024
-8,893
4494
$457K ﹤0.01%
14,130
+2,598
4495
$457K ﹤0.01%
12,531
-3,439
4496
$456K ﹤0.01%
31,177
+14,966
4497
$456K ﹤0.01%
19,166
+600
4498
$456K ﹤0.01%
9,385
-25,272
4499
$456K ﹤0.01%
8,919
-4,444
4500
$453K ﹤0.01%
41,467
+10,510
178 179
180
181 182