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
5926
$12K ﹤0.01%
8,439
-2,369
5927
$12K ﹤0.01%
850
-951
5928
$12K ﹤0.01%
18,343
-11,766
5929
$11K ﹤0.01%
+2,000
5930
$11K ﹤0.01%
13,500
+5,625
5931
$11K ﹤0.01%
45
+33
5932
$11K ﹤0.01%
2,000
-3,800
5933
$11K ﹤0.01%
1,045
5934
$11K ﹤0.01%
3,125
-516
5935
$11K ﹤0.01%
29
+26
5936
$11K ﹤0.01%
12
5937
$11K ﹤0.01%
+110
5938
$11K ﹤0.01%
+6,284
5939
$11K ﹤0.01%
625
5940
$11K ﹤0.01%
644
-8,063
5941
$11K ﹤0.01%
392
-200
5942
$11K ﹤0.01%
+10,052
5943
$11K ﹤0.01%
5,445
-1,954
5944
$11K ﹤0.01%
1,015
-15,918
5945
$11K ﹤0.01%
2,573
+1,852
5946
$11K ﹤0.01%
4,244
-35
5947
$11K ﹤0.01%
2,511
-4,250
5948
$10K ﹤0.01%
1,916
-338
5949
$10K ﹤0.01%
+479
5950
$10K ﹤0.01%
380
236 237
238
239 240