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
5301
$79K ﹤0.01%
4,760
+1,240
5302
$79K ﹤0.01%
+7,398
5303
$79K ﹤0.01%
10,210
-5,018
5304
$79K ﹤0.01%
167
+46
5305
$78K ﹤0.01%
1,819
+1,654
5306
$78K ﹤0.01%
5,592
+769
5307
$77K ﹤0.01%
+8,909
5308
$77K ﹤0.01%
21,497
+4,595
5309
$77K ﹤0.01%
6,850
5310
$77K ﹤0.01%
856
-139
5311
$77K ﹤0.01%
669
+1
5312
$77K ﹤0.01%
21,836
+14,559
5313
$76K ﹤0.01%
112
+49
5314
$76K ﹤0.01%
14,095
+405
5315
$76K ﹤0.01%
16,971
-2,441
5316
$76K ﹤0.01%
5,272
-527
5317
$75K ﹤0.01%
4,735
+3,574
5318
$75K ﹤0.01%
11,000
+2,000
5319
$75K ﹤0.01%
4
+2
5320
$75K ﹤0.01%
2,309
+2,301
5321
$75K ﹤0.01%
555
-6
5322
$75K ﹤0.01%
2,520
+1,342
5323
$75K ﹤0.01%
2,000
5324
$74K ﹤0.01%
10,064
-10,397
5325
$74K ﹤0.01%
3,358
+2,308
211 212
213
214 215