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
2826
$3.7M ﹤0.01%
124,830
+45,575
2827
$3.7M ﹤0.01%
165,837
+75,820
2828
$3.7M ﹤0.01%
37,429
+2,592
2829
$3.7M ﹤0.01%
86,684
-55,484
2830
$3.7M ﹤0.01%
1,487,120
+786,610
2831
$3.69M ﹤0.01%
369,421
-185,064
2832
$3.69M ﹤0.01%
111,887
-104,842
2833
$3.68M ﹤0.01%
241,269
-42,738
2834
$3.67M ﹤0.01%
200,905
+101,909
2835
$3.67M ﹤0.01%
236,623
+71,413
2836
$3.67M ﹤0.01%
162,172
+122,172
2837
$3.66M ﹤0.01%
142,302
-39,964
2838
$3.66M ﹤0.01%
387,010
+248,491
2839
$3.66M ﹤0.01%
319,956
-228,594
2840
$3.64M ﹤0.01%
192,072
+157,145
2841
$3.64M ﹤0.01%
228,568
-97,608
2842
$3.64M ﹤0.01%
102,570
+26,926
2843
$3.64M ﹤0.01%
+624,057
2844
$3.64M ﹤0.01%
108,643
+4,341
2845
$3.63M ﹤0.01%
53,463
+19,025
2846
$3.62M ﹤0.01%
432,816
+5,640
2847
$3.62M ﹤0.01%
629,354
+331,223
2848
$3.61M ﹤0.01%
322,926
+84,280
2849
$3.6M ﹤0.01%
137,215
+57,571
2850
$3.6M ﹤0.01%
447,963
-111,578
112 113
114
115 116