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
5376
$65K ﹤0.01%
757
+166
5377
$65K ﹤0.01%
19,227
-18,173
5378
$65K ﹤0.01%
7,070
-16,040
5379
$65K ﹤0.01%
7,292
-1,695
5380
$65K ﹤0.01%
1,733
-2,188
5381
$65K ﹤0.01%
4,576
-50
5382
$65K ﹤0.01%
6,708
-23,115
5383
$64K ﹤0.01%
1,921
-534
5384
$64K ﹤0.01%
8,015
-1,108
5385
$64K ﹤0.01%
+4,717
5386
$64K ﹤0.01%
13,708
+11,665
5387
$63K ﹤0.01%
19,669
5388
$63K ﹤0.01%
3,286
+1,642
5389
$63K ﹤0.01%
137
-153
5390
$63K ﹤0.01%
1,300
5391
$63K ﹤0.01%
3,280
+725
5392
$62K ﹤0.01%
8,537
-615
5393
$62K ﹤0.01%
3,831
+385
5394
$62K ﹤0.01%
2,112
+1,362
5395
– –
-1
5396
$62K ﹤0.01%
5,305
+1,763
5397
$62K ﹤0.01%
6,053
+523
5398
$62K ﹤0.01%
6,885
+3,253
5399
$62K ﹤0.01%
2,279
+2,067
5400
$61K ﹤0.01%
11,431
+7,500
214 215
216
217 218