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
5201
$102K ﹤0.01%
6,445
-8,900
5202
$101K ﹤0.01%
17,080
+15,085
5203
$101K ﹤0.01%
12,584
+4,566
5204
$101K ﹤0.01%
9,976
+356
5205
$101K ﹤0.01%
9,604
+646
5206
$101K ﹤0.01%
5,580
+1,715
5207
$101K ﹤0.01%
2,188
+1,985
5208
$101K ﹤0.01%
35,153
+705
5209
$101K ﹤0.01%
+25,345
5210
$100K ﹤0.01%
19,424
-5,942
5211
$99K ﹤0.01%
55
+4
5212
$99K ﹤0.01%
31,696
+6,441
5213
$99K ﹤0.01%
982
5214
$99K ﹤0.01%
30,970
5215
$98K ﹤0.01%
1,858
+235
5216
$97K ﹤0.01%
14,009
+3,088
5217
$96K ﹤0.01%
14,940
-1,074
5218
$96K ﹤0.01%
7,750
5219
$96K ﹤0.01%
810
+186
5220
$96K ﹤0.01%
2,962
-1,361
5221
$96K ﹤0.01%
6,610
+1,846
5222
$96K ﹤0.01%
7,437
+6,098
5223
$96K ﹤0.01%
11,736
+8,443
5224
$96K ﹤0.01%
36,194
+34,818
5225
$95K ﹤0.01%
6,559
-20,643
207 208
209
210 211