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
2676
$4.43M ﹤0.01%
82,237
+63,263
2677
$4.43M ﹤0.01%
277,151
+137,795
2678
$4.43M ﹤0.01%
66,114
+121
2679
$4.42M ﹤0.01%
118,612
-34,135
2680
$4.42M ﹤0.01%
135,377
+66,856
2681
$4.42M ﹤0.01%
90,739
+24,563
2682
$4.41M ﹤0.01%
87,353
-3,762
2683
$4.4M ﹤0.01%
119,072
-22,939
2684
$4.4M ﹤0.01%
232,909
-8,242
2685
$4.37M ﹤0.01%
253,766
+128,699
2686
$4.34M ﹤0.01%
158,535
+9,537
2687
$4.33M ﹤0.01%
376,899
+41,847
2688
$4.33M ﹤0.01%
186,681
+54,957
2689
$4.32M ﹤0.01%
89,890
-28,725
2690
$4.32M ﹤0.01%
15,651
+3,499
2691
$4.31M ﹤0.01%
90,224
-33,292
2692
$4.31M ﹤0.01%
239,838
-173,975
2693
$4.31M ﹤0.01%
68,376
-88,546
2694
$4.31M ﹤0.01%
340,582
-26,572
2695
$4.3M ﹤0.01%
588,653
+15,637
2696
$4.3M ﹤0.01%
801,353
+152,789
2697
$4.3M ﹤0.01%
99,588
+77,195
2698
$4.3M ﹤0.01%
180,938
-414,256
2699
$4.3M ﹤0.01%
386,296
-3,107
2700
$4.29M ﹤0.01%
70,056
-13,730
106 107
108
109 110