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
5701
$25K ﹤0.01%
3,570
-4,624
5702
$25K ﹤0.01%
338
-746
5703
$25K ﹤0.01%
3,053
5704
$25K ﹤0.01%
1,031
5705
$25K ﹤0.01%
+152
5706
$25K ﹤0.01%
31,300
+1,300
5707
$25K ﹤0.01%
275
+50
5708
$25K ﹤0.01%
500
5709
$25K ﹤0.01%
14,475
-730
5710
$25K ﹤0.01%
2,322
-1,580
5711
$25K ﹤0.01%
12,154
-28,899
5712
$25K ﹤0.01%
2,776
+1,284
5713
$25K ﹤0.01%
2,603
-4,838
5714
$25K ﹤0.01%
10,675
+1,757
5715
$25K ﹤0.01%
3,546
-7,079
5716
$24K ﹤0.01%
2,400
-900
5717
$24K ﹤0.01%
2,066
-25
5718
$24K ﹤0.01%
579
+202
5719
$24K ﹤0.01%
66
-12
5720
$24K ﹤0.01%
+2,400
5721
$24K ﹤0.01%
1,514
+214
5722
$24K ﹤0.01%
+2,867
5723
$24K ﹤0.01%
11,700
+1,500
5724
$24K ﹤0.01%
3
-52
5725
$24K ﹤0.01%
2,727
+1,725
227 228
229
230 231