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
5001
$165K ﹤0.01%
3,668
-491
5002
$164K ﹤0.01%
307
+156
5003
$163K ﹤0.01%
52,044
-7,529
5004
$163K ﹤0.01%
4,815
-48,146
5005
$163K ﹤0.01%
8,970
+1,100
5006
$161K ﹤0.01%
4,062
+312
5007
$161K ﹤0.01%
7
5008
$161K ﹤0.01%
9,267
+3,505
5009
$161K ﹤0.01%
7,115
-6,075
5010
$159K ﹤0.01%
14,660
-3,519
5011
$159K ﹤0.01%
4,725
+2,567
5012
$158K ﹤0.01%
4,337
-11,301
5013
$158K ﹤0.01%
2,626
5014
$157K ﹤0.01%
9,956
+5,745
5015
$157K ﹤0.01%
31,244
-6,269
5016
$157K ﹤0.01%
27,558
+4,334
5017
$156K ﹤0.01%
3,114
+2,762
5018
$156K ﹤0.01%
12,081
-16,973
5019
$156K ﹤0.01%
19,359
+4,070
5020
$155K ﹤0.01%
7,943
-2,309
5021
$155K ﹤0.01%
14,026
5022
$155K ﹤0.01%
5,947
+379
5023
$154K ﹤0.01%
6,707
-12,338
5024
$154K ﹤0.01%
9,109
-17,705
5025
$154K ﹤0.01%
8,405
-273
199 200
201
202 203