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
2601
$4.76M ﹤0.01%
112,302
+1,025
2602
$4.76M ﹤0.01%
176,837
-6,816
2603
$4.76M ﹤0.01%
108,584
+7,366
2604
$4.75M ﹤0.01%
171,082
-9,664
2605
$4.75M ﹤0.01%
465,489
+261,845
2606
$4.75M ﹤0.01%
379,392
-128,226
2607
$4.74M ﹤0.01%
310,260
+4,574
2608
$4.74M ﹤0.01%
122,769
+3,048
2609
$4.74M ﹤0.01%
334,266
+3,938
2610
$4.73M ﹤0.01%
132,076
+73,490
2611
$4.73M ﹤0.01%
312,544
+176,677
2612
$4.72M ﹤0.01%
87,984
-47,110
2613
$4.72M ﹤0.01%
127,018
+63,374
2614
$4.72M ﹤0.01%
394,678
+191,710
2615
$4.72M ﹤0.01%
216,996
-36,377
2616
$4.72M ﹤0.01%
184,105
+132,444
2617
$4.71M ﹤0.01%
38,654
+5,046
2618
$4.71M ﹤0.01%
192,353
+24,850
2619
$4.71M ﹤0.01%
33,452
-37,871
2620
$4.7M ﹤0.01%
132,704
-8,493
2621
$4.69M ﹤0.01%
18,462
-3,814
2622
$4.68M ﹤0.01%
35,939
+25,258
2623
$4.67M ﹤0.01%
272,840
-62,988
2624
$4.67M ﹤0.01%
689,971
+120,499
2625
$4.65M ﹤0.01%
89,444
+29,232
103 104
105
106 107