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
5601
$35K ﹤0.01%
4,460
+573
5602
$35K ﹤0.01%
+39
5603
$35K ﹤0.01%
1,576
+869
5604
$35K ﹤0.01%
+3,539
5605
$35K ﹤0.01%
1,097
-2,163
5606
$35K ﹤0.01%
2,519
+577
5607
$35K ﹤0.01%
13,020
-3,500
5608
$35K ﹤0.01%
5,011
-7,197
5609
$35K ﹤0.01%
1,593
+182
5610
$35K ﹤0.01%
1,821
5611
$35K ﹤0.01%
2,072
-81
5612
$34K ﹤0.01%
9,468
+3,643
5613
$34K ﹤0.01%
1,463
5614
$34K ﹤0.01%
+623
5615
$34K ﹤0.01%
4,039
5616
$34K ﹤0.01%
3,663
+600
5617
$34K ﹤0.01%
1,284
+1,169
5618
$34K ﹤0.01%
6,800
-26,912
5619
$34K ﹤0.01%
2,663
5620
$33K ﹤0.01%
5,149
-1,952
5621
$33K ﹤0.01%
280
+230
5622
$33K ﹤0.01%
6,322
-378
5623
$33K ﹤0.01%
6,018
-1,089
5624
$33K ﹤0.01%
1,242
-398
5625
$33K ﹤0.01%
3,084
+2,862
223 224
225
226 227