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
5501
$47K ﹤0.01%
2,971
-749
5502
$47K ﹤0.01%
3,734
-43,698
5503
$47K ﹤0.01%
2,046
-283
5504
$47K ﹤0.01%
8,069
+2,179
5505
$46K ﹤0.01%
18,575
-20,233
5506
$46K ﹤0.01%
21,006
+9,642
5507
$46K ﹤0.01%
6,099
+2,908
5508
$46K ﹤0.01%
16
-84
5509
$46K ﹤0.01%
7,814
+5,502
5510
$46K ﹤0.01%
11,280
+1,785
5511
$45K ﹤0.01%
5,968
+2,923
5512
$45K ﹤0.01%
4,212
+2,707
5513
$45K ﹤0.01%
9,270
-73,570
5514
$45K ﹤0.01%
50,422
-88,606
5515
$45K ﹤0.01%
11,880
-75,590
5516
$45K ﹤0.01%
905
5517
$45K ﹤0.01%
5,986
+5,129
5518
$45K ﹤0.01%
4,500
5519
$45K ﹤0.01%
165,596
-24,729
5520
$45K ﹤0.01%
9,039
+1,025
5521
$44K ﹤0.01%
+1,594
5522
$44K ﹤0.01%
5,782
-1,368
5523
$44K ﹤0.01%
1,575
+1,125
5524
$44K ﹤0.01%
3,899
+1,663
5525
$44K ﹤0.01%
+16,243
219 220
221
222 223