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
5026
$154K ﹤0.01%
35,490
-3,378
5027
$153K ﹤0.01%
4,044
+1,325
5028
$153K ﹤0.01%
5,639
-952
5029
$153K ﹤0.01%
12,152
+1,222
5030
$152K ﹤0.01%
12,446
-10
5031
$152K ﹤0.01%
36
-3
5032
$151K ﹤0.01%
16,088
+9,769
5033
$151K ﹤0.01%
85,700
+15,400
5034
$151K ﹤0.01%
19,486
-6,681
5035
$151K ﹤0.01%
8,259
+3,918
5036
$150K ﹤0.01%
7,724
-33,605
5037
$150K ﹤0.01%
813
+361
5038
$150K ﹤0.01%
7,552
+5,852
5039
$150K ﹤0.01%
6,819
-1,098
5040
$149K ﹤0.01%
8,146
+4,351
5041
$149K ﹤0.01%
79,982
+51,497
5042
$149K ﹤0.01%
12,498
+1,407
5043
$149K ﹤0.01%
3,846
-492
5044
$148K ﹤0.01%
6,435
+5,353
5045
$148K ﹤0.01%
13,619
+9,492
5046
$148K ﹤0.01%
45,268
-9,444
5047
$148K ﹤0.01%
28,653
-7,218
5048
$148K ﹤0.01%
9,292
-1,512
5049
$147K ﹤0.01%
1,497
+340
5050
$146K ﹤0.01%
13,938
200 201
202
203 204