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
5726
$24K ﹤0.01%
+2,486
5727
$24K ﹤0.01%
2,941
5728
$23K ﹤0.01%
717
5729
$23K ﹤0.01%
2,227
5730
$23K ﹤0.01%
+1,717
5731
$23K ﹤0.01%
4,305
5732
$23K ﹤0.01%
+3,140
5733
$23K ﹤0.01%
2,811
+1,894
5734
$23K ﹤0.01%
4,320
-18
5735
$23K ﹤0.01%
+4
5736
$23K ﹤0.01%
1,693
-1,300
5737
$23K ﹤0.01%
6,765
-17
5738
– –
0
5739
$23K ﹤0.01%
3,202
-1,035
5740
$23K ﹤0.01%
872
-208
5741
$23K ﹤0.01%
20,112
+12,153
5742
$23K ﹤0.01%
1,056
+600
5743
$23K ﹤0.01%
2,700
+100
5744
$23K ﹤0.01%
656
5745
$23K ﹤0.01%
10,921
-6,341
5746
$22K ﹤0.01%
+805
5747
$22K ﹤0.01%
2,600
5748
$22K ﹤0.01%
+52
5749
$22K ﹤0.01%
1,400
+912
5750
$22K ﹤0.01%
+636
228 229
230
231 232