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
2801
$3.79M ﹤0.01%
177,265
-15,373
2802
$3.79M ﹤0.01%
147,945
+102,015
2803
$3.79M ﹤0.01%
79,230
-8,995
2804
$3.79M ﹤0.01%
213,353
+1,415
2805
$3.79M ﹤0.01%
331,129
-140,848
2806
$3.78M ﹤0.01%
395,843
+284,532
2807
$3.78M ﹤0.01%
65,731
+8,947
2808
$3.78M ﹤0.01%
600,814
-61,950
2809
$3.77M ﹤0.01%
396,297
+6,313
2810
$3.77M ﹤0.01%
225,411
+3,957
2811
$3.77M ﹤0.01%
128,671
+66,400
2812
$3.77M ﹤0.01%
137,821
-4,754
2813
$3.77M ﹤0.01%
59,723
+7,832
2814
$3.76M ﹤0.01%
97,449
+10,098
2815
$3.76M ﹤0.01%
94,377
-109,753
2816
$3.75M ﹤0.01%
684,780
-81,135
2817
$3.75M ﹤0.01%
161,156
+9,942
2818
$3.75M ﹤0.01%
99,724
-254,709
2819
$3.74M ﹤0.01%
436,141
-461,922
2820
$3.74M ﹤0.01%
255,206
+20,489
2821
$3.74M ﹤0.01%
111,053
+110,178
2822
$3.73M ﹤0.01%
31,795
+1,406
2823
$3.72M ﹤0.01%
440,154
-47,676
2824
$3.72M ﹤0.01%
115,627
+40,849
2825
$3.7M ﹤0.01%
160,147
-45,830
111 112
113
114 115