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
4526
$432K ﹤0.01%
53,169
-38,248
4527
$431K ﹤0.01%
7,795
-1,499
4528
$430K ﹤0.01%
28,015
+2,995
4529
$428K ﹤0.01%
20,628
-478
4530
$428K ﹤0.01%
8,427
+16
4531
$428K ﹤0.01%
67,536
+43,884
4532
$428K ﹤0.01%
473,067
-15,479
4533
$427K ﹤0.01%
+66,148
4534
$427K ﹤0.01%
170,832
-80,859
4535
$426K ﹤0.01%
61,136
-8,033
4536
$425K ﹤0.01%
16,531
-359
4537
$424K ﹤0.01%
26,017
-8,163
4538
$423K ﹤0.01%
35,894
-1,213
4539
$422K ﹤0.01%
28,421
-8,247
4540
$421K ﹤0.01%
+35,349
4541
$419K ﹤0.01%
35,482
+15,180
4542
$418K ﹤0.01%
48,578
+555
4543
$417K ﹤0.01%
9,417
-11,875
4544
$416K ﹤0.01%
28,767
+7,783
4545
$415K ﹤0.01%
5,212
-61
4546
$415K ﹤0.01%
44,300
+9,043
4547
$414K ﹤0.01%
11,260
+8,536
4548
$413K ﹤0.01%
10,999
-650
4549
$411K ﹤0.01%
15,610
+8,567
4550
$409K ﹤0.01%
27,932
+3,502
180 181
182
183 184