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
3151
$2.57M ﹤0.01%
120,490
-86,931
3152
$2.56M ﹤0.01%
38,928
+1,522
3153
$2.56M ﹤0.01%
523,218
+115,291
3154
$2.56M ﹤0.01%
25,860
+7,152
3155
$2.56M ﹤0.01%
368,614
-38,452
3156
$2.56M ﹤0.01%
99,052
+9,691
3157
$2.55M ﹤0.01%
3,032
-4
3158
$2.55M ﹤0.01%
96,215
-95,865
3159
$2.55M ﹤0.01%
89,229
-29,240
3160
$2.55M ﹤0.01%
79,291
+21,240
3161
$2.55M ﹤0.01%
42,298
+921
3162
$2.54M ﹤0.01%
1,267,872
+877,440
3163
$2.54M ﹤0.01%
71,529
+12,188
3164
$2.54M ﹤0.01%
26,448
-3,474
3165
$2.54M ﹤0.01%
172,438
+33,431
3166
$2.54M ﹤0.01%
248,968
-40,469
3167
$2.53M ﹤0.01%
83,280
-330,574
3168
$2.53M ﹤0.01%
285,920
-340,320
3169
$2.53M ﹤0.01%
152,503
-15,505
3170
$2.52M ﹤0.01%
88,076
+1,526
3171
$2.52M ﹤0.01%
98,047
+2,727
3172
$2.52M ﹤0.01%
84,495
+6,852
3173
$2.52M ﹤0.01%
86,468
+63,144
3174
$2.52M ﹤0.01%
146,927
+101,154
3175
$2.52M ﹤0.01%
182,293
-2,165
125 126
127
128 129