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
2576
$4.87M ﹤0.01%
288,345
+178,003
2577
$4.87M ﹤0.01%
358,202
-397,151
2578
$4.86M ﹤0.01%
378,719
+195,017
2579
$4.86M ﹤0.01%
389,104
-45,611
2580
$4.85M ﹤0.01%
377,615
+19,799
2581
$4.84M ﹤0.01%
747,523
+467,968
2582
$4.84M ﹤0.01%
255,566
-71,054
2583
$4.84M ﹤0.01%
263,743
-33,191
2584
$4.82M ﹤0.01%
310,643
-970,058
2585
$4.82M ﹤0.01%
148,400
-12,562
2586
$4.81M ﹤0.01%
223,589
+221,866
2587
$4.81M ﹤0.01%
143,330
-194,489
2588
$4.81M ﹤0.01%
352,842
+9,407
2589
$4.8M ﹤0.01%
381,951
-27,415
2590
$4.8M ﹤0.01%
667,345
-5,766
2591
$4.8M ﹤0.01%
513,523
+272,943
2592
$4.79M ﹤0.01%
255,429
+70,502
2593
$4.78M ﹤0.01%
86,368
-2,346
2594
$4.78M ﹤0.01%
232,724
+34,709
2595
$4.78M ﹤0.01%
321,046
-101,806
2596
$4.78M ﹤0.01%
205,069
+41,556
2597
$4.77M ﹤0.01%
381,042
+322,492
2598
$4.77M ﹤0.01%
38,263
-28,864
2599
$4.77M ﹤0.01%
627,167
-93,121
2600
$4.76M ﹤0.01%
89,604
+27,295
102 103
104
105 106