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
4901
$212K ﹤0.01%
7,355
+1,231
4902
$212K ﹤0.01%
13,949
-384
4903
$211K ﹤0.01%
+12,823
4904
$210K ﹤0.01%
7,483
+2,339
4905
$210K ﹤0.01%
+5,628
4906
$210K ﹤0.01%
15,757
-636
4907
$210K ﹤0.01%
32,082
-23,115
4908
$210K ﹤0.01%
14,646
-4,825
4909
$209K ﹤0.01%
9,748
+578
4910
$209K ﹤0.01%
4,266
+469
4911
$209K ﹤0.01%
31,842
-1,406
4912
$208K ﹤0.01%
3,497
+2,235
4913
$208K ﹤0.01%
5,611
+5,011
4914
$208K ﹤0.01%
43,500
-5,282
4915
$208K ﹤0.01%
+36,541
4916
$207K ﹤0.01%
8,813
-21,281
4917
$207K ﹤0.01%
20,148
+6,331
4918
$207K ﹤0.01%
142,499
+94,829
4919
$206K ﹤0.01%
8,019
-22,289
4920
$206K ﹤0.01%
15,457
+9,025
4921
$205K ﹤0.01%
11,186
-36,422
4922
$205K ﹤0.01%
4,637
-1,747
4923
$204K ﹤0.01%
6,347
+1,124
4924
$203K ﹤0.01%
997
+110
4925
$203K ﹤0.01%
7,143
-825
195 196
197
198 199