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
5251
$90K ﹤0.01%
6,481
-17,171
5252
$90K ﹤0.01%
4,808
+412
5253
$90K ﹤0.01%
2,332
+532
5254
$90K ﹤0.01%
+4,785
5255
$89K ﹤0.01%
+9,503
5256
$89K ﹤0.01%
7,723
+111
5257
$89K ﹤0.01%
4,595
+3,639
5258
$89K ﹤0.01%
29,272
+26,772
5259
$89K ﹤0.01%
6
+5
5260
$88K ﹤0.01%
2,631
-850
5261
$88K ﹤0.01%
29,540
-2,571
5262
$88K ﹤0.01%
1,058
+138
5263
$87K ﹤0.01%
2,863
-86
5264
$87K ﹤0.01%
7,800
+5,800
5265
$86K ﹤0.01%
8,400
-4,140
5266
$86K ﹤0.01%
24,681
-100
5267
$86K ﹤0.01%
18,062
-11,528
5268
$86K ﹤0.01%
9,802
+5,005
5269
$86K ﹤0.01%
37,196
+12,516
5270
$86K ﹤0.01%
5,404
+4,094
5271
$85K ﹤0.01%
4,569
-1,067
5272
$85K ﹤0.01%
7
-24
5273
$85K ﹤0.01%
3,646
-432
5274
$85K ﹤0.01%
16,133
+5,434
5275
$85K ﹤0.01%
3,122
+3,022
209 210
211
212 213