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
4926
$203K ﹤0.01%
82,967
-17,069
4927
$202K ﹤0.01%
3,069
+133
4928
$202K ﹤0.01%
11,562
+7,013
4929
$202K ﹤0.01%
68,867
+65,036
4930
$202K ﹤0.01%
13,411
4931
$201K ﹤0.01%
10,770
-6,938
4932
$201K ﹤0.01%
6,996
+5,344
4933
$201K ﹤0.01%
13,880
-4,321
4934
$201K ﹤0.01%
12,290
-1,057
4935
$200K ﹤0.01%
11,407
-19,130
4936
$200K ﹤0.01%
9,015
-4,526
4937
$200K ﹤0.01%
9,254
+4,724
4938
$199K ﹤0.01%
14,036
-8,446
4939
$198K ﹤0.01%
21,109
-4,112
4940
$198K ﹤0.01%
2,587
+1,373
4941
$197K ﹤0.01%
15,358
-15,559
4942
$196K ﹤0.01%
8,282
+1,981
4943
$195K ﹤0.01%
4,052
+758
4944
$195K ﹤0.01%
3,515
-197
4945
$195K ﹤0.01%
28,451
+4,067
4946
$193K ﹤0.01%
5
-1
4947
$193K ﹤0.01%
51,943
-910
4948
$191K ﹤0.01%
3,538
-826
4949
$190K ﹤0.01%
10,225
+5,083
4950
$190K ﹤0.01%
6,862
+3,806
196 197
198
199 200