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
4851
$236K ﹤0.01%
37,155
-8,796
4852
$235K ﹤0.01%
6,470
+23
4853
$235K ﹤0.01%
91,028
-10,831
4854
$235K ﹤0.01%
1,127
+101
4855
$235K ﹤0.01%
3,095
+1,024
4856
$234K ﹤0.01%
44,535
+3,202
4857
$234K ﹤0.01%
28,334
-28,647
4858
$233K ﹤0.01%
17,907
+7,768
4859
$233K ﹤0.01%
1,583
+875
4860
$232K ﹤0.01%
23,423
-398
4861
$232K ﹤0.01%
7,419
-24,921
4862
$231K ﹤0.01%
9,167
-1,628
4863
$230K ﹤0.01%
2,169
-2,442
4864
$228K ﹤0.01%
12,884
+11,982
4865
$228K ﹤0.01%
33,302
+2,224
4866
$226K ﹤0.01%
3,740
-1,320
4867
$226K ﹤0.01%
33,800
+3,500
4868
$226K ﹤0.01%
4,284
-57
4869
$226K ﹤0.01%
34,112
+14,992
4870
$225K ﹤0.01%
15,926
-187,676
4871
$225K ﹤0.01%
23,186
+1,836
4872
$224K ﹤0.01%
6,640
+5,107
4873
$224K ﹤0.01%
16,078
+10,954
4874
$223K ﹤0.01%
11,869
-5,433
4875
$223K ﹤0.01%
14,588
+1,676
193 194
195
196 197