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
4626
$363K ﹤0.01%
161,627
-44,567
4627
$362K ﹤0.01%
23,629
+8,386
4628
$362K ﹤0.01%
15,495
-9,290
4629
$362K ﹤0.01%
351,900
+82,625
4630
$361K ﹤0.01%
256,372
-3,786
4631
$361K ﹤0.01%
34,103
+489
4632
$361K ﹤0.01%
21,384
-2,402
4633
– –
0
4634
$360K ﹤0.01%
3,504
-2,689
4635
$360K ﹤0.01%
10,024
-25
4636
$359K ﹤0.01%
18,101
+3,801
4637
$358K ﹤0.01%
3,686
+547
4638
$358K ﹤0.01%
64,477
-1,090
4639
$357K ﹤0.01%
17,915
+13,520
4640
$355K ﹤0.01%
26,923
+64
4641
$355K ﹤0.01%
112,406
+110,619
4642
$354K ﹤0.01%
83,450
+34,365
4643
$354K ﹤0.01%
5,359
+3,132
4644
$354K ﹤0.01%
17,253
+11,125
4645
$353K ﹤0.01%
23,773
-1,870
4646
$351K ﹤0.01%
50,878
-8,271
4647
$350K ﹤0.01%
11,018
+1,884
4648
$350K ﹤0.01%
30,180
+6,803
4649
$350K ﹤0.01%
15,194
+2,014
4650
$349K ﹤0.01%
63,583
-23,777
184 185
186
187 188