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
2551
$5.04M ﹤0.01%
343,763
+159,999
2552
$5.04M ﹤0.01%
355,593
+121,583
2553
$5.04M ﹤0.01%
82,038
+139
2554
$5.03M ﹤0.01%
201,215
-127,079
2555
$5.03M ﹤0.01%
227,453
+21,358
2556
$5.02M ﹤0.01%
125,679
+116,885
2557
$5.02M ﹤0.01%
272,605
+87,720
2558
$5.01M ﹤0.01%
216,956
+3,337
2559
$5M ﹤0.01%
40,624
-10,001
2560
$4.95M ﹤0.01%
190,366
+50,868
2561
$4.95M ﹤0.01%
251,840
+116,365
2562
$4.95M ﹤0.01%
176,907
-2,856
2563
$4.94M ﹤0.01%
305,909
+58,439
2564
$4.94M ﹤0.01%
148,435
-16,466
2565
$4.94M ﹤0.01%
332,392
-72,143
2566
$4.93M ﹤0.01%
655,409
+14,191
2567
$4.93M ﹤0.01%
58,470
-33,956
2568
$4.92M ﹤0.01%
539,796
+87,128
2569
$4.91M ﹤0.01%
243,573
+42,955
2570
$4.9M ﹤0.01%
367,073
+14,085
2571
$4.9M ﹤0.01%
73,916
+48,799
2572
$4.9M ﹤0.01%
154,929
+51,678
2573
$4.9M ﹤0.01%
129,166
+12,656
2574
$4.89M ﹤0.01%
130,490
-116,630
2575
$4.89M ﹤0.01%
324,050
+1,613
101 102
103
104 105