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
$277B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,076
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$1B
3
+$704M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$465M
5
EPD icon
Enterprise Products Partners
EPD
+$408M

Top Sells

1
+$807M
2
+$617M
3
+$579M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$552M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$544M

Sector Composition

1 Healthcare 8.93%
2 Technology 8.7%
3 Financials 8.37%
4 Communication Services 6.94%
5 Consumer Staples 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$5.21M ﹤0.01%
37,520
-1,507
2527
$5.21M ﹤0.01%
108,759
-26,356
2528
$5.21M ﹤0.01%
1,874
+894
2529
$5.2M ﹤0.01%
359,948
+46,379
2530
$5.2M ﹤0.01%
112,131
+84,928
2531
$5.19M ﹤0.01%
102,941
-105,673
2532
$5.19M ﹤0.01%
65,601
+29,034
2533
$5.18M ﹤0.01%
576,604
+9,885
2534
$5.18M ﹤0.01%
46,734
-2,857
2535
$5.18M ﹤0.01%
245,754
+48,306
2536
$5.16M ﹤0.01%
421,582
-97,116
2537
$5.15M ﹤0.01%
266,308
-23,432
2538
$5.15M ﹤0.01%
114,866
+9,891
2539
$5.14M ﹤0.01%
263,583
+52,342
2540
$5.14M ﹤0.01%
191,475
+16,506
2541
$5.13M ﹤0.01%
274,106
+113,704
2542
$5.12M ﹤0.01%
341,630
-26,314
2543
$5.09M ﹤0.01%
83,642
+23,401
2544
$5.08M ﹤0.01%
310,968
+6,101
2545
$5.07M ﹤0.01%
182,084
+8,470
2546
$5.06M ﹤0.01%
53,533
-57,521
2547
$5.06M ﹤0.01%
456,102
-24,793
2548
$5.05M ﹤0.01%
477,638
-6,223
2549
$5.04M ﹤0.01%
49,124
-57,074
2550
$5.04M ﹤0.01%
53,002
-52,149
100 101
102
103 104