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
4551
$409K ﹤0.01%
10,867
+7,877
4552
$409K ﹤0.01%
22,315
+8,995
4553
$406K ﹤0.01%
95,206
-111,299
4554
$405K ﹤0.01%
1,254
-4,808
4555
$403K ﹤0.01%
29,355
-527
4556
$402K ﹤0.01%
37,680
+31,338
4557
$402K ﹤0.01%
67,267
-690
4558
$402K ﹤0.01%
46,729
+3,212
4559
$400K ﹤0.01%
91,305
+15,700
4560
$400K ﹤0.01%
30,853
+19,570
4561
$400K ﹤0.01%
28,649
+824
4562
$399K ﹤0.01%
34,160
+27,105
4563
$399K ﹤0.01%
53,236
+9,725
4564
$399K ﹤0.01%
20,190
-2,488
4565
$399K ﹤0.01%
12,436
+1,170
4566
$396K ﹤0.01%
24,655
+2,813
4567
$396K ﹤0.01%
69,666
-468
4568
$396K ﹤0.01%
51,550
-653
4569
$395K ﹤0.01%
24,025
+4,559
4570
$395K ﹤0.01%
304
+10
4571
$395K ﹤0.01%
30,838
+6,616
4572
$393K ﹤0.01%
98,928
+6,046
4573
$393K ﹤0.01%
21,195
+8,589
4574
$392K ﹤0.01%
39,024
+16,712
4575
$391K ﹤0.01%
12,005
+7,716
181 182
183
184 185