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
5176
$107K ﹤0.01%
2,706
-6,604
5177
$107K ﹤0.01%
5,500
+2,000
5178
$107K ﹤0.01%
5,019
-449
5179
$106K ﹤0.01%
632
+499
5180
$106K ﹤0.01%
7,288
+240
5181
$106K ﹤0.01%
6,923
5182
$105K ﹤0.01%
11,397
+4,214
5183
$105K ﹤0.01%
6,511
+2,453
5184
$105K ﹤0.01%
794
-400
5185
$105K ﹤0.01%
55,754
-125,956
5186
$105K ﹤0.01%
52,345
+50,845
5187
$104K ﹤0.01%
264
+31
5188
$104K ﹤0.01%
1,961
-245
5189
$104K ﹤0.01%
4,507
-2,830
5190
$104K ﹤0.01%
3,200
-6,851
5191
$104K ﹤0.01%
1,570
-519
5192
$104K ﹤0.01%
6,710
-592
5193
$104K ﹤0.01%
6,552
-233
5194
$103K ﹤0.01%
3,159
-219
5195
$103K ﹤0.01%
13,746
+2,048
5196
$103K ﹤0.01%
1,827
-1,251
5197
$103K ﹤0.01%
8,279
-633
5198
$103K ﹤0.01%
19,007
+9,801
5199
$103K ﹤0.01%
7,543
-552
5200
$102K ﹤0.01%
7,084
+6,983
206 207
208
209 210