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
4601
$380K ﹤0.01%
23,569
+2,529
4602
$380K ﹤0.01%
+40,798
4603
$379K ﹤0.01%
16,621
-86,050
4604
$379K ﹤0.01%
14,476
-2,129
4605
$378K ﹤0.01%
53,309
-10,369
4606
$377K ﹤0.01%
31,142
-1,546
4607
$376K ﹤0.01%
6,910
-57,581
4608
$376K ﹤0.01%
36,457
+2,916
4609
$374K ﹤0.01%
27,835
-55,968
4610
$370K ﹤0.01%
29,146
-1,823
4611
$370K ﹤0.01%
44,175
+9,900
4612
$369K ﹤0.01%
14,174
+10,905
4613
$369K ﹤0.01%
302,090
+76,215
4614
$368K ﹤0.01%
25,562
-2,171
4615
$368K ﹤0.01%
22,023
-5,446
4616
$368K ﹤0.01%
+21,849
4617
$367K ﹤0.01%
53,279
+23,808
4618
$366K ﹤0.01%
19,689
+4,827
4619
$366K ﹤0.01%
29,003
+1,467
4620
$365K ﹤0.01%
32,575
-112,368
4621
$364K ﹤0.01%
18,964
+761
4622
$364K ﹤0.01%
23,406
-11,829
4623
$364K ﹤0.01%
14,704
-340
4624
$364K ﹤0.01%
57,788
-12,696
4625
$363K ﹤0.01%
7,674
+3,924
183 184
185
186 187