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
2776
$3.9M ﹤0.01%
364,636
-151,656
2777
$3.9M ﹤0.01%
103,191
-11,021
2778
$3.89M ﹤0.01%
147,068
-53,653
2779
$3.89M ﹤0.01%
78,894
-8,274
2780
$3.88M ﹤0.01%
142,898
+42,802
2781
$3.87M ﹤0.01%
11,867
+8,256
2782
$3.86M ﹤0.01%
344,323
-14,084
2783
$3.86M ﹤0.01%
197,413
+3,109
2784
$3.85M ﹤0.01%
47,153
+16,290
2785
$3.85M ﹤0.01%
68,449
-3,999
2786
$3.85M ﹤0.01%
227,611
-103,843
2787
$3.83M ﹤0.01%
620,596
+335,759
2788
$3.83M ﹤0.01%
152,966
+55,175
2789
$3.83M ﹤0.01%
141,145
-29,286
2790
$3.83M ﹤0.01%
147,996
-4,260
2791
$3.81M ﹤0.01%
152,460
-2,512,839
2792
$3.81M ﹤0.01%
466,314
-51,721
2793
$3.8M ﹤0.01%
191,026
+179,298
2794
$3.8M ﹤0.01%
151,854
+1,572
2795
$3.8M ﹤0.01%
167,884
-19,591
2796
$3.8M ﹤0.01%
290,176
-630
2797
$3.8M ﹤0.01%
148,077
+6,310
2798
$3.8M ﹤0.01%
96,226
-16,098
2799
$3.8M ﹤0.01%
117,396
+36,570
2800
$3.8M ﹤0.01%
495,012
-183,225
110 111
112
113 114