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
2976
$3.14M ﹤0.01%
204,056
-15,105
2977
$3.14M ﹤0.01%
321,887
+53,761
2978
$3.13M ﹤0.01%
60,667
+48,332
2979
$3.13M ﹤0.01%
64,408
-1,292
2980
$3.12M ﹤0.01%
113,966
-95,343
2981
$3.11M ﹤0.01%
34,369
-386
2982
$3.1M ﹤0.01%
397,359
+69,918
2983
$3.1M ﹤0.01%
69,729
-2,587
2984
$3.1M ﹤0.01%
135,580
-18,821
2985
$3.1M ﹤0.01%
143,086
-19,055
2986
$3.1M ﹤0.01%
28,421
-1,701
2987
$3.1M ﹤0.01%
419,426
-7,627
2988
$3.09M ﹤0.01%
203,602
+5,688
2989
$3.09M ﹤0.01%
73,748
-1,198
2990
$3.09M ﹤0.01%
321,163
+298,595
2991
$3.09M ﹤0.01%
105,390
+74,380
2992
$3.09M ﹤0.01%
114,391
+29,565
2993
$3.08M ﹤0.01%
206,757
-156
2994
$3.07M ﹤0.01%
72,401
-33,005
2995
$3.07M ﹤0.01%
194,308
+148,601
2996
$3.07M ﹤0.01%
355,607
+58,850
2997
$3.07M ﹤0.01%
36,738
-622
2998
$3.06M ﹤0.01%
62,046
-13,463
2999
$3.06M ﹤0.01%
109,069
-10,059
3000
$3.06M ﹤0.01%
88,962
+19,440
118 119
120
121 122