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
2876
$3.46M ﹤0.01%
133,141
-1,874
2877
$3.45M ﹤0.01%
126,988
+4,421
2878
$3.44M ﹤0.01%
288,998
-904
2879
$3.44M ﹤0.01%
549,876
+2,455
2880
$3.43M ﹤0.01%
514,342
+5,682
2881
$3.43M ﹤0.01%
221,070
+180,865
2882
$3.43M ﹤0.01%
5,037
+5,036
2883
$3.43M ﹤0.01%
125,352
-13,580
2884
$3.43M ﹤0.01%
220,924
-58,803
2885
$3.42M ﹤0.01%
123,940
-19,538
2886
$3.42M ﹤0.01%
126,962
-211,015
2887
$3.42M ﹤0.01%
81,125
+4,013
2888
$3.42M ﹤0.01%
61,726
-3,489
2889
$3.42M ﹤0.01%
261,755
+33,648
2890
$3.42M ﹤0.01%
66,002
-1,324
2891
$3.41M ﹤0.01%
161,498
+77,072
2892
$3.41M ﹤0.01%
153,989
+10,367
2893
$3.4M ﹤0.01%
41,503
-20,553
2894
$3.4M ﹤0.01%
78,982
-189,712
2895
$3.4M ﹤0.01%
59,003
+38,799
2896
$3.4M ﹤0.01%
90,654
+7,395
2897
$3.4M ﹤0.01%
101,750
-49,556
2898
$3.39M ﹤0.01%
16,185
+12,123
2899
$3.39M ﹤0.01%
143,064
+58,839
2900
$3.39M ﹤0.01%
102,248
+16,128
114 115
116
117 118