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
4826
– –
0
4827
$249K ﹤0.01%
43,000
-1,600
4828
$249K ﹤0.01%
25,188
+800
4829
$249K ﹤0.01%
12,108
-32,199
4830
$248K ﹤0.01%
19,470
+15,397
4831
$247K ﹤0.01%
37,400
-39,331
4832
$247K ﹤0.01%
12,069
-22,506
4833
$246K ﹤0.01%
10,144
+1,404
4834
$246K ﹤0.01%
49,222
-128,938
4835
$245K ﹤0.01%
2,154
+1,927
4836
$245K ﹤0.01%
55,357
+1,180
4837
$245K ﹤0.01%
80,508
+5,304
4838
$245K ﹤0.01%
7,561
+618
4839
$244K ﹤0.01%
16,200
4840
$243K ﹤0.01%
20,521
+16,109
4841
$241K ﹤0.01%
753
+168
4842
$240K ﹤0.01%
27,706
-11,516
4843
$239K ﹤0.01%
11,821
+10,787
4844
$239K ﹤0.01%
22,295
-8,667
4845
$239K ﹤0.01%
4,559
+962
4846
$238K ﹤0.01%
85,884
+42,365
4847
$238K ﹤0.01%
4,660
-11,613
4848
$238K ﹤0.01%
9,098
+1,762
4849
$238K ﹤0.01%
7,987
+3,512
4850
$238K ﹤0.01%
15,873
+1,365
192 193
194
195 196