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
4976
$180K ﹤0.01%
5,751
+3,822
4977
$178K ﹤0.01%
13,271
+11,771
4978
$176K ﹤0.01%
8,484
-1,762
4979
$176K ﹤0.01%
6,638
-896
4980
$175K ﹤0.01%
1,192
+848
4981
$175K ﹤0.01%
7,103
-54,009
4982
$175K ﹤0.01%
6,489
+913
4983
$173K ﹤0.01%
1,641
+657
4984
$172K ﹤0.01%
21,831
-37,786
4985
$172K ﹤0.01%
3,309
+741
4986
$171K ﹤0.01%
9,200
+5,000
4987
$171K ﹤0.01%
13,027
+2,938
4988
$170K ﹤0.01%
3,388
4989
$169K ﹤0.01%
18,747
+7,225
4990
$169K ﹤0.01%
636
+187
4991
$169K ﹤0.01%
47,702
-21,599
4992
$168K ﹤0.01%
1,704
-4,958
4993
$168K ﹤0.01%
5,867
+5,617
4994
$168K ﹤0.01%
10,622
-16,467
4995
$168K ﹤0.01%
52,410
+38,160
4996
$168K ﹤0.01%
4,278
-760
4997
$167K ﹤0.01%
9,191
+3,687
4998
$167K ﹤0.01%
6,995
+2,738
4999
$166K ﹤0.01%
21,050
-37
5000
$166K ﹤0.01%
7,169
+1,614
198 199
200
201 202