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
5651
$31K ﹤0.01%
1,734
+1,535
5652
$31K ﹤0.01%
3,917
-407
5653
$31K ﹤0.01%
+1,000
5654
$31K ﹤0.01%
7,880
-1,787
5655
– –
-1
5656
$30K ﹤0.01%
1,275
+1,046
5657
$30K ﹤0.01%
330
5658
$30K ﹤0.01%
10,500
-1,986
5659
$30K ﹤0.01%
1,570
-625
5660
$30K ﹤0.01%
1,492
-200
5661
$30K ﹤0.01%
+669
5662
$30K ﹤0.01%
1,208
+1,008
5663
$30K ﹤0.01%
3,593
+2,593
5664
$30K ﹤0.01%
5,034
+4,134
5665
$30K ﹤0.01%
+775
5666
$30K ﹤0.01%
1,066
+688
5667
$29K ﹤0.01%
705
-78
5668
$29K ﹤0.01%
796
+118
5669
$29K ﹤0.01%
3,502
+1,102
5670
$29K ﹤0.01%
291
+226
5671
$29K ﹤0.01%
2,029
-2,443
5672
$29K ﹤0.01%
29,046
5673
$29K ﹤0.01%
+13,799
5674
$29K ﹤0.01%
1,726
+1,300
5675
$28K ﹤0.01%
5,250
-8,500
225 226
227
228 229