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
3051
$2.9M ﹤0.01%
183,700
-97,799
3052
$2.9M ﹤0.01%
126,943
-6,096
3053
$2.9M ﹤0.01%
806,980
+332,766
3054
$2.89M ﹤0.01%
324,728
+117,118
3055
$2.89M ﹤0.01%
38,619
+12,414
3056
$2.89M ﹤0.01%
60,299
-4,756
3057
$2.89M ﹤0.01%
186,296
-27,145
3058
$2.89M ﹤0.01%
128,158
+6,968
3059
$2.88M ﹤0.01%
133,119
-14,969
3060
$2.88M ﹤0.01%
229,444
-15,320
3061
$2.87M ﹤0.01%
84,505
-73,321
3062
$2.87M ﹤0.01%
58,324
+2,688
3063
$2.86M ﹤0.01%
35,727
+203
3064
$2.86M ﹤0.01%
106,053
-431,919
3065
$2.86M ﹤0.01%
311,923
-40,406
3066
$2.85M ﹤0.01%
77,414
-8,627
3067
$2.85M ﹤0.01%
115,840
-3,836
3068
$2.85M ﹤0.01%
241,257
-23,069
3069
$2.85M ﹤0.01%
117,752
+110,559
3070
$2.85M ﹤0.01%
1,369,177
+507,804
3071
$2.83M ﹤0.01%
205,687
+146,737
3072
$2.83M ﹤0.01%
146,122
+48,159
3073
$2.83M ﹤0.01%
181,440
+11,166
3074
$2.82M ﹤0.01%
100,305
+54,962
3075
$2.82M ﹤0.01%
100,549
+51,758
121 122
123
124 125