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
2701
$4.29M ﹤0.01%
33,618
+19,533
2702
$4.29M ﹤0.01%
73,494
-111,497
2703
$4.29M ﹤0.01%
313,948
+226,402
2704
$4.28M ﹤0.01%
150,404
+4,807
2705
$4.28M ﹤0.01%
366,657
-102,359
2706
$4.28M ﹤0.01%
175,212
+27,691
2707
$4.23M ﹤0.01%
147,989
-2,339
2708
$4.23M ﹤0.01%
332,879
+142,123
2709
$4.23M ﹤0.01%
290,285
+164,381
2710
$4.23M ﹤0.01%
183,811
-156,865
2711
$4.23M ﹤0.01%
211,514
+4,396
2712
$4.23M ﹤0.01%
74,783
+37,188
2713
$4.23M ﹤0.01%
679,149
+163,004
2714
$4.23M ﹤0.01%
353,672
-153,331
2715
$4.22M ﹤0.01%
183,614
-52,429
2716
$4.22M ﹤0.01%
227,272
+78,898
2717
$4.22M ﹤0.01%
239,633
-78,755
2718
$4.21M ﹤0.01%
533,344
+1,388
2719
$4.2M ﹤0.01%
212,820
-215,973
2720
$4.19M ﹤0.01%
249,442
-1,751
2721
$4.19M ﹤0.01%
79,978
-1,620
2722
$4.19M ﹤0.01%
87,980
+68,007
2723
$4.19M ﹤0.01%
308,933
+121,456
2724
$4.19M ﹤0.01%
306,340
+101,487
2725
$4.17M ﹤0.01%
188,461
+17,778
107 108
109
110 111