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
4501
$453K ﹤0.01%
17,300
+1,653
4502
$453K ﹤0.01%
7,335
-554
4503
$451K ﹤0.01%
24,864
+3,603
4504
$450K ﹤0.01%
136,911
+6,762
4505
$448K ﹤0.01%
+16,345
4506
$447K ﹤0.01%
25,044
-23,628
4507
$447K ﹤0.01%
2,155
-1,363
4508
$446K ﹤0.01%
18,442
-530
4509
$446K ﹤0.01%
17,847
-99,905
4510
$445K ﹤0.01%
12,384
-53,753
4511
$445K ﹤0.01%
352,141
+61,941
4512
$444K ﹤0.01%
22,727
-3,230
4513
$442K ﹤0.01%
31,593
+10,085
4514
$440K ﹤0.01%
17,985
+15,418
4515
$440K ﹤0.01%
176,146
+26,636
4516
$440K ﹤0.01%
150,627
+31,082
4517
$439K ﹤0.01%
710
+679
4518
$439K ﹤0.01%
149,972
-67,460
4519
$438K ﹤0.01%
32,578
-51,333
4520
$436K ﹤0.01%
31,534
+14,429
4521
$436K ﹤0.01%
7,572
-589
4522
$434K ﹤0.01%
50,859
+11,449
4523
$433K ﹤0.01%
48,002
+20,602
4524
$433K ﹤0.01%
22,634
+20,450
4525
$432K ﹤0.01%
68,260
-73,208
179 180
181
182 183