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
5276
$85K ﹤0.01%
3,053
+1,045
5277
$85K ﹤0.01%
+11,300
5278
$85K ﹤0.01%
2,072
-787
5279
$85K ﹤0.01%
12,934
+296
5280
$84K ﹤0.01%
3,202
+2,802
5281
$84K ﹤0.01%
4,177
+4,077
5282
$83K ﹤0.01%
3,148
-5,358
5283
$83K ﹤0.01%
6,048
-8,343
5284
$83K ﹤0.01%
13,176
+7,575
5285
$82K ﹤0.01%
8,989
+6,789
5286
$82K ﹤0.01%
22,399
-4,612
5287
$81K ﹤0.01%
2,647
-1,545
5288
$81K ﹤0.01%
7,869
-17,067
5289
$81K ﹤0.01%
4,302
+4,188
5290
$81K ﹤0.01%
36,398
-2,854
5291
$81K ﹤0.01%
4,384
-7
5292
$81K ﹤0.01%
231,428
-24,869
5293
$80K ﹤0.01%
3,365
+3,232
5294
$80K ﹤0.01%
2,108
-387
5295
$80K ﹤0.01%
82
-145
5296
$80K ﹤0.01%
23,326
+11,281
5297
$80K ﹤0.01%
6,047
5298
$80K ﹤0.01%
+2,100
5299
$79K ﹤0.01%
2,502
-661
5300
$79K ﹤0.01%
7,300
+240
210 211
212
213 214