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
5051
$146K ﹤0.01%
14,293
-6,945
5052
$146K ﹤0.01%
22,583
-4,654
5053
$146K ﹤0.01%
6,912
-4,574
5054
$145K ﹤0.01%
15,967
+1,991
5055
$144K ﹤0.01%
42,971
-29,366
5056
$144K ﹤0.01%
5,198
-1,340
5057
$144K ﹤0.01%
80,805
-33,660
5058
$144K ﹤0.01%
7,567
+7,011
5059
$143K ﹤0.01%
7,148
+498
5060
$143K ﹤0.01%
8,750
-11,790
5061
$143K ﹤0.01%
3,000
+1,530
5062
$143K ﹤0.01%
6,096
+1,475
5063
$143K ﹤0.01%
6,009
-5,489
5064
$142K ﹤0.01%
8,121
-498
5065
$141K ﹤0.01%
8,171
+5,525
5066
$141K ﹤0.01%
6,322
-11,628
5067
$141K ﹤0.01%
3,867
5068
$140K ﹤0.01%
5,252
-3,674
5069
$140K ﹤0.01%
9,732
-2,283
5070
$140K ﹤0.01%
1,385
-100
5071
$140K ﹤0.01%
2,600
5072
$140K ﹤0.01%
10,811
+681
5073
$140K ﹤0.01%
17,414
-730,109
5074
$140K ﹤0.01%
8,451
+1,709
5075
$139K ﹤0.01%
14,254
-6,637
201 202
203
204 205