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
2726
$4.17M ﹤0.01%
132,754
+13,412
2727
$4.17M ﹤0.01%
251,653
-83,743
2728
$4.17M ﹤0.01%
70,792
+27,891
2729
$4.16M ﹤0.01%
120,115
+3,570
2730
$4.16M ﹤0.01%
111,326
-112,431
2731
$4.16M ﹤0.01%
261,125
-31,541
2732
$4.15M ﹤0.01%
171,474
+108,416
2733
$4.15M ﹤0.01%
35,382
+10,351
2734
$4.15M ﹤0.01%
91,142
+20,825
2735
$4.15M ﹤0.01%
64,491
+44,696
2736
$4.14M ﹤0.01%
315,129
+144,944
2737
$4.14M ﹤0.01%
126,191
-30,263
2738
$4.11M ﹤0.01%
206,415
+1,189
2739
$4.11M ﹤0.01%
1,398,815
+491,255
2740
$4.11M ﹤0.01%
170,349
+12,782
2741
$4.1M ﹤0.01%
194,459
+6,840
2742
$4.1M ﹤0.01%
61,780
-22,315
2743
$4.08M ﹤0.01%
132,089
+113,880
2744
$4.08M ﹤0.01%
262,689
+24,428
2745
$4.06M ﹤0.01%
114,061
+5,097
2746
$4.06M ﹤0.01%
684,875
+200,648
2747
$4.06M ﹤0.01%
234,039
+120,729
2748
$4.06M ﹤0.01%
109,385
+76,981
2749
$4.06M ﹤0.01%
100,284
+6,887
2750
$4.05M ﹤0.01%
249,343
+26,262
108 109
110
111 112