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
2851
$3.59M ﹤0.01%
137,283
+54,856
2852
$3.59M ﹤0.01%
81,938
-53,938
2853
$3.58M ﹤0.01%
282,356
-613,048
2854
$3.57M ﹤0.01%
222,168
+9,106
2855
$3.57M ﹤0.01%
208,453
-266,015
2856
$3.56M ﹤0.01%
465,355
-25,832
2857
$3.56M ﹤0.01%
92,249
-72,159
2858
$3.56M ﹤0.01%
194,075
+118,809
2859
$3.56M ﹤0.01%
42,844
+304
2860
$3.55M ﹤0.01%
343,900
-164,748
2861
$3.55M ﹤0.01%
15,928
-9,782
2862
$3.54M ﹤0.01%
85,585
-178,669
2863
$3.53M ﹤0.01%
112,182
+62,946
2864
$3.52M ﹤0.01%
217,229
-51,143
2865
$3.51M ﹤0.01%
226,580
+12,033
2866
$3.51M ﹤0.01%
75,405
+1,546
2867
$3.5M ﹤0.01%
228,159
+175,025
2868
$3.49M ﹤0.01%
49,079
+26,571
2869
$3.48M ﹤0.01%
181,774
+21,780
2870
$3.48M ﹤0.01%
142,237
+140,359
2871
$3.48M ﹤0.01%
579,579
-51,692
2872
$3.48M ﹤0.01%
259,752
-11,176
2873
$3.47M ﹤0.01%
55,618
+31,913
2874
$3.47M ﹤0.01%
316,199
+61,705
2875
$3.46M ﹤0.01%
138,888
-98,955
113 114
115
116 117