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
3101
$2.72M ﹤0.01%
68,160
-406,304
3102
$2.72M ﹤0.01%
105,036
+1,582
3103
$2.71M ﹤0.01%
179,940
-3,729
3104
$2.71M ﹤0.01%
88,958
-45,500
3105
$2.71M ﹤0.01%
39,251
-3,738
3106
$2.7M ﹤0.01%
338,916
-113,537
3107
$2.7M ﹤0.01%
95,580
-7,947
3108
$2.7M ﹤0.01%
74,666
+30,815
3109
$2.69M ﹤0.01%
23,748
+16,799
3110
$2.69M ﹤0.01%
100,743
-78,940
3111
$2.68M ﹤0.01%
84,696
-34,176
3112
$2.67M ﹤0.01%
249,411
+9,950
3113
$2.67M ﹤0.01%
117,134
-28,850
3114
$2.67M ﹤0.01%
511,075
-20,415
3115
$2.67M ﹤0.01%
+94,233
3116
$2.66M ﹤0.01%
185,890
+1,718
3117
$2.66M ﹤0.01%
182,428
+139,257
3118
$2.66M ﹤0.01%
165,084
-120,756
3119
$2.65M ﹤0.01%
166,707
+104,374
3120
$2.65M ﹤0.01%
52,729
-11,672
3121
$2.65M ﹤0.01%
298,912
+172,800
3122
$2.64M ﹤0.01%
77,792
-30,518
3123
$2.64M ﹤0.01%
158,679
+15,249
3124
$2.64M ﹤0.01%
205,735
-52,053
3125
$2.64M ﹤0.01%
224,565
+79,853
123 124
125
126 127