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
3001
$3.06M ﹤0.01%
650,726
-104,610
3002
$3.05M ﹤0.01%
219,209
+100,872
3003
$3.05M ﹤0.01%
70,526
+11,550
3004
$3.04M ﹤0.01%
552,680
-3,375
3005
$3.04M ﹤0.01%
269,902
+7,745
3006
$3.04M ﹤0.01%
39,449
-9,883
3007
$3.04M ﹤0.01%
171,848
+11,326
3008
$3.03M ﹤0.01%
224,534
-31,878
3009
$3.03M ﹤0.01%
126,789
+39,361
3010
$3.02M ﹤0.01%
139,219
+109,022
3011
$3.01M ﹤0.01%
86,584
-25,437
3012
$3.01M ﹤0.01%
125,346
+113,695
3013
$3.01M ﹤0.01%
59,688
-4,502
3014
$3.01M ﹤0.01%
178,074
-13,196
3015
$3.01M ﹤0.01%
69,909
+44,399
3016
$3.01M ﹤0.01%
+204,973
3017
$3M ﹤0.01%
164,431
+139,655
3018
$3M ﹤0.01%
136,122
-44,641
3019
$3M ﹤0.01%
229,143
+5,198
3020
$3M ﹤0.01%
272,390
-84,338
3021
$3M ﹤0.01%
44,965
-8,531
3022
$2.99M ﹤0.01%
159,663
-2,181
3023
$2.99M ﹤0.01%
126,664
+69,816
3024
$2.98M ﹤0.01%
107,013
-2,630
3025
$2.98M ﹤0.01%
171,376
-6,220
119 120
121
122 123