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
5826
$17K ﹤0.01%
+16
5827
$16K ﹤0.01%
321
5828
$16K ﹤0.01%
1,511
-396
5829
$16K ﹤0.01%
22
+17
5830
$16K ﹤0.01%
898
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5831
$16K ﹤0.01%
1,818
-908
5832
$16K ﹤0.01%
700
+660
5833
$16K ﹤0.01%
6,300
5834
$16K ﹤0.01%
2,000
5835
$16K ﹤0.01%
5,233
+653
5836
$16K ﹤0.01%
14
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5837
$16K ﹤0.01%
2,249
5838
$16K ﹤0.01%
269
-571
5839
$16K ﹤0.01%
2,604
+1,400
5840
$16K ﹤0.01%
1,604
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5841
$16K ﹤0.01%
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5842
$16K ﹤0.01%
977
5843
$16K ﹤0.01%
2,889
5844
$16K ﹤0.01%
3,600
5845
$16K ﹤0.01%
1,200
+61
5846
$16K ﹤0.01%
8,700
5847
$16K ﹤0.01%
+3,854
5848
$15K ﹤0.01%
4,303
5849
$15K ﹤0.01%
650
-800
5850
$15K ﹤0.01%
1,555
232 233
234
235 236