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
3076
$2.81M ﹤0.01%
161,077
+33,556
3077
$2.8M ﹤0.01%
516,178
-64,854
3078
$2.79M ﹤0.01%
164,807
-22,849
3079
$2.79M ﹤0.01%
265,385
-4,360
3080
$2.79M ﹤0.01%
75,694
-213,896
3081
$2.79M ﹤0.01%
336,312
-15,612
3082
$2.79M ﹤0.01%
112,005
-9,912
3083
$2.78M ﹤0.01%
171,346
+2,648
3084
$2.78M ﹤0.01%
5,681
-1,439
3085
$2.77M ﹤0.01%
270,216
-16,467
3086
$2.77M ﹤0.01%
92,750
-42,068
3087
$2.76M ﹤0.01%
60,675
+19,081
3088
$2.75M ﹤0.01%
178,716
-9,523
3089
$2.75M ﹤0.01%
50,430
+382
3090
$2.75M ﹤0.01%
178,500
+12,291
3091
$2.75M ﹤0.01%
81,967
+77,642
3092
$2.74M ﹤0.01%
188,531
-8,249
3093
$2.74M ﹤0.01%
30,871
+24,178
3094
$2.73M ﹤0.01%
49,344
+39,251
3095
$2.73M ﹤0.01%
250,674
-81,438
3096
$2.73M ﹤0.01%
239,333
+103,358
3097
$2.73M ﹤0.01%
100,483
-93,619
3098
$2.72M ﹤0.01%
127,403
-27,467
3099
$2.72M ﹤0.01%
191,743
+9,454
3100
$2.72M ﹤0.01%
197,439
+143,424
122 123
124
125 126