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
4726
$294K ﹤0.01%
12,047
-16,457
4727
$294K ﹤0.01%
5,957
+2,906
4728
$292K ﹤0.01%
30,797
+17,362
4729
$292K ﹤0.01%
17,297
+14,912
4730
$291K ﹤0.01%
12,302
+8,147
4731
$291K ﹤0.01%
26,575
+1,524
4732
$291K ﹤0.01%
49,293
-979
4733
$291K ﹤0.01%
7,780
-1,657
4734
$290K ﹤0.01%
1,106
-167
4735
$290K ﹤0.01%
528
+3
4736
$290K ﹤0.01%
1,137
-32
4737
$290K ﹤0.01%
12,403
+4,655
4738
$289K ﹤0.01%
6,516
-3,838
4739
$289K ﹤0.01%
26,403
-7,152
4740
$289K ﹤0.01%
34,019
+1,992
4741
$287K ﹤0.01%
21,347
-2,086
4742
$286K ﹤0.01%
26,044
+20,476
4743
$286K ﹤0.01%
19,426
+11,564
4744
$285K ﹤0.01%
24,036
-38,652
4745
$285K ﹤0.01%
26,494
+5,045
4746
$285K ﹤0.01%
9,205
-79,266
4747
$283K ﹤0.01%
5,941
+5,491
4748
$283K ﹤0.01%
5,883
+2,711
4749
$283K ﹤0.01%
27,152
-294,011
4750
$283K ﹤0.01%
22,361
-10,595
188 189
190
191 192