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
5351
$70K ﹤0.01%
+4,273
5352
$70K ﹤0.01%
+3
5353
$70K ﹤0.01%
30,985
-30,635
5354
$70K ﹤0.01%
3,062
+162
5355
$69K ﹤0.01%
4,414
+152
5356
$69K ﹤0.01%
2,459
+879
5357
$69K ﹤0.01%
24,203
+19,371
5358
$69K ﹤0.01%
3,220
+1,720
5359
$68K ﹤0.01%
14,695
-20,152
5360
$68K ﹤0.01%
188
-16
5361
$68K ﹤0.01%
9,036
-5,523
5362
$68K ﹤0.01%
11,162
-55,117
5363
$67K ﹤0.01%
2,421
+1,944
5364
$67K ﹤0.01%
5,122
+3,537
5365
$67K ﹤0.01%
11
5366
$67K ﹤0.01%
13,061
-86,712
5367
$67K ﹤0.01%
4,077
+905
5368
$66K ﹤0.01%
6,381
+381
5369
$66K ﹤0.01%
7,169
-831
5370
$66K ﹤0.01%
6,661
-1,699
5371
$66K ﹤0.01%
2,456
+1,281
5372
$66K ﹤0.01%
2,425
5373
$66K ﹤0.01%
3,230
+2,454
5374
$65K ﹤0.01%
2,775
-5,719
5375
$65K ﹤0.01%
4,775
213 214
215
216 217