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
5751
$22K ﹤0.01%
142
-66
5752
$22K ﹤0.01%
+2,502
5753
$22K ﹤0.01%
8,390
+7,952
5754
$22K ﹤0.01%
2,687
-19,362
5755
$22K ﹤0.01%
3,470
-14,089
5756
$22K ﹤0.01%
1,315
5757
$22K ﹤0.01%
1,359
-268
5758
$22K ﹤0.01%
1,114
+412
5759
$21K ﹤0.01%
784
+294
5760
$21K ﹤0.01%
+900
5761
$21K ﹤0.01%
1,006
5762
$21K ﹤0.01%
1,404
-2,346
5763
$21K ﹤0.01%
4,100
5764
$21K ﹤0.01%
164
+92
5765
$21K ﹤0.01%
125
5766
$21K ﹤0.01%
3,966
5767
$21K ﹤0.01%
2,078
+78
5768
$21K ﹤0.01%
4,694
+4,144
5769
$21K ﹤0.01%
+37,500
5770
$20K ﹤0.01%
14,809
-6,426
5771
$20K ﹤0.01%
3,090
+1,092
5772
$20K ﹤0.01%
+1,033
5773
$20K ﹤0.01%
+254
5774
$20K ﹤0.01%
15
+7
5775
$20K ﹤0.01%
7,713
+7,158
229 230
231
232 233