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
4776
$272K ﹤0.01%
17,937
+15,819
4777
$271K ﹤0.01%
17,550
+3,387
4778
$271K ﹤0.01%
10,501
+2,210
4779
$270K ﹤0.01%
61,166
+39,836
4780
$270K ﹤0.01%
23,072
+6,670
4781
$270K ﹤0.01%
17,666
+1,500
4782
$270K ﹤0.01%
18,067
-10,360
4783
$268K ﹤0.01%
11,921
-742
4784
$268K ﹤0.01%
45,550
-74,448
4785
$267K ﹤0.01%
17,914
+16,539
4786
$267K ﹤0.01%
10,527
+4,746
4787
$266K ﹤0.01%
3,534
+384
4788
$266K ﹤0.01%
14,092
+472
4789
$266K ﹤0.01%
185
-18
4790
$265K ﹤0.01%
13,399
+796
4791
$265K ﹤0.01%
2,347
-193
4792
$265K ﹤0.01%
31,756
-16,488
4793
$265K ﹤0.01%
11,602
+6,646
4794
$265K ﹤0.01%
5,357
+5,321
4795
$265K ﹤0.01%
68,000
+5,900
4796
$264K ﹤0.01%
12,435
+4,272
4797
$264K ﹤0.01%
8,850
-28,977
4798
$263K ﹤0.01%
11,902
+46
4799
$262K ﹤0.01%
9,822
+3,933
4800
$262K ﹤0.01%
11,083
+3,292
190 191
192
193 194