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
5326
$74K ﹤0.01%
38
+13
5327
$74K ﹤0.01%
5,516
-42,186
5328
$74K ﹤0.01%
20,636
-21,498
5329
$74K ﹤0.01%
12,194
+2,908
5330
$73K ﹤0.01%
12,384
+3,072
5331
$73K ﹤0.01%
3,700
-700
5332
$73K ﹤0.01%
211
+129
5333
$73K ﹤0.01%
2,351
-167
5334
$73K ﹤0.01%
4,674
-300
5335
$73K ﹤0.01%
20,000
5336
$73K ﹤0.01%
13,297
-2,500
5337
$72K ﹤0.01%
5,414
+5,238
5338
$72K ﹤0.01%
33,033
-13,042
5339
$72K ﹤0.01%
1,346
+698
5340
$72K ﹤0.01%
800
+193
5341
$72K ﹤0.01%
1,623
-201
5342
$71K ﹤0.01%
4,817
+2,000
5343
$71K ﹤0.01%
10,120
-20,646
5344
$71K ﹤0.01%
40
-145
5345
$71K ﹤0.01%
2,597
-2,445
5346
$71K ﹤0.01%
10,717
+7,817
5347
$70K ﹤0.01%
2,920
-3,955
5348
$70K ﹤0.01%
1,550
+678
5349
$70K ﹤0.01%
9,247
+2,462
5350
$70K ﹤0.01%
3,651
+1,522
212 213
214
215 216