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
4951
$190K ﹤0.01%
8,156
+4,369
4952
$190K ﹤0.01%
3,874
-21,317
4953
$189K ﹤0.01%
16,761
-600
4954
$189K ﹤0.01%
11,530
+9,789
4955
$189K ﹤0.01%
44,154
+18,661
4956
$188K ﹤0.01%
7,659
-3,264
4957
$187K ﹤0.01%
13,035
-8,923
4958
$187K ﹤0.01%
37,462
+1,826
4959
$187K ﹤0.01%
26,180
+3,030
4960
$186K ﹤0.01%
11,754
-1,273
4961
$186K ﹤0.01%
11,813
-76
4962
$185K ﹤0.01%
2,528
+1,539
4963
$185K ﹤0.01%
7,775
+2,028
4964
$185K ﹤0.01%
18,894
+12,976
4965
$183K ﹤0.01%
1,300
4966
$182K ﹤0.01%
33,865
-4,880
4967
$182K ﹤0.01%
11,325
-545
4968
$182K ﹤0.01%
1,547
-3,169
4969
$182K ﹤0.01%
3,720
-402
4970
$181K ﹤0.01%
5,176
-1,226
4971
$181K ﹤0.01%
4,923
-555
4972
$181K ﹤0.01%
14,486
+1,519
4973
$181K ﹤0.01%
15,962
-5,187
4974
$180K ﹤0.01%
4,694
-840
4975
$180K ﹤0.01%
11,626
-989
197 198
199
200 201