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
4701
$311K ﹤0.01%
19,300
+9,216
4702
$311K ﹤0.01%
37,005
+6,747
4703
$310K ﹤0.01%
10,697
+73
4704
$309K ﹤0.01%
17,357
+11,644
4705
$309K ﹤0.01%
17,858
-4,815
4706
$309K ﹤0.01%
2,283
-502
4707
$308K ﹤0.01%
22,741
-439
4708
$307K ﹤0.01%
74,850
+3,216
4709
$306K ﹤0.01%
50,597
+29,525
4710
$304K ﹤0.01%
12,516
-28,032
4711
$304K ﹤0.01%
13,295
+5,372
4712
$303K ﹤0.01%
14,340
+3,402
4713
$303K ﹤0.01%
12,911
+1,688
4714
$303K ﹤0.01%
7,287
-249
4715
$301K ﹤0.01%
19,440
+8,592
4716
$301K ﹤0.01%
27,247
+20,401
4717
$300K ﹤0.01%
8,141
-32,588
4718
$299K ﹤0.01%
116,599
-50,676
4719
$298K ﹤0.01%
33,329
-54,959
4720
$297K ﹤0.01%
16,787
-3,518
4721
$297K ﹤0.01%
16,817
+2,193
4722
$297K ﹤0.01%
62,324
+30,028
4723
$296K ﹤0.01%
22,942
+13,813
4724
$296K ﹤0.01%
9,113
+2,006
4725
$295K ﹤0.01%
10,495
+350
187 188
189
190 191