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
5526
$44K ﹤0.01%
14,108
-10,488
5527
$44K ﹤0.01%
14,836
-36,665
5528
$44K ﹤0.01%
10,832
-1,370
5529
$43K ﹤0.01%
286
+33
5530
$43K ﹤0.01%
+2,700
5531
$43K ﹤0.01%
53
+26
5532
$43K ﹤0.01%
6,890
+5,290
5533
$43K ﹤0.01%
800
+100
5534
$43K ﹤0.01%
9,136
+5,606
5535
$43K ﹤0.01%
8,100
-2,500
5536
$43K ﹤0.01%
2,812
+2,312
5537
$43K ﹤0.01%
325
5538
$42K ﹤0.01%
183
+86
5539
$42K ﹤0.01%
4,336
+4,282
5540
$42K ﹤0.01%
1,623
+923
5541
$42K ﹤0.01%
+20,088
5542
$42K ﹤0.01%
5,929
+5,691
5543
$42K ﹤0.01%
9,983
-5,795
5544
$42K ﹤0.01%
1,884
+1,271
5545
$42K ﹤0.01%
4,458
+966
5546
$42K ﹤0.01%
5,051
+3,777
5547
$41K ﹤0.01%
6,158
5548
$41K ﹤0.01%
60
-127
5549
$41K ﹤0.01%
7,282
+4,132
5550
$41K ﹤0.01%
23,679
-9,590
220 221
222
223 224