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
4676
$327K ﹤0.01%
19,624
4677
$326K ﹤0.01%
14,129
+4,104
4678
$326K ﹤0.01%
37,001
-32,215
4679
$325K ﹤0.01%
15,908
-2,886
4680
$324K ﹤0.01%
8,068
-4,082
4681
$324K ﹤0.01%
8,450
-6,557
4682
$324K ﹤0.01%
22,302
-3,423
4683
$323K ﹤0.01%
11,576
-1,826
4684
$323K ﹤0.01%
18,588
-6,093
4685
$323K ﹤0.01%
23,096
+21,720
4686
$321K ﹤0.01%
3,784
+3,381
4687
$321K ﹤0.01%
9,178
+972
4688
$320K ﹤0.01%
8,889
+1,464
4689
$320K ﹤0.01%
217,200
+23,601
4690
$319K ﹤0.01%
18,814
+5,082
4691
$319K ﹤0.01%
4,339
-436
4692
$319K ﹤0.01%
15
+7
4693
$319K ﹤0.01%
146
+143
4694
$318K ﹤0.01%
17,526
-766
4695
$317K ﹤0.01%
6,648
+397
4696
$317K ﹤0.01%
12,985
+85
4697
$316K ﹤0.01%
24,411
-2,047
4698
$316K ﹤0.01%
22,777
-24,381
4699
$315K ﹤0.01%
20,846
-1,065
4700
$314K ﹤0.01%
1,906
+748
186 187
188
189 190