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
3176
$2.52M ﹤0.01%
129,663
-1,151
3177
$2.52M ﹤0.01%
258,797
+256,585
3178
$2.52M ﹤0.01%
61,226
+2,199
3179
$2.52M ﹤0.01%
43,937
+35,388
3180
$2.51M ﹤0.01%
49,855
-42,379
3181
$2.51M ﹤0.01%
470,832
+30,904
3182
$2.5M ﹤0.01%
797,424
-793,267
3183
$2.5M ﹤0.01%
177,278
-24,240
3184
$2.48M ﹤0.01%
265,440
-8,258
3185
$2.47M ﹤0.01%
149,160
+3,872
3186
$2.47M ﹤0.01%
68,379
+40,388
3187
$2.47M ﹤0.01%
72,194
-162,085
3188
$2.47M ﹤0.01%
53,797
-3,576
3189
$2.46M ﹤0.01%
136,772
-131,239
3190
$2.46M ﹤0.01%
77,948
-21,538
3191
$2.45M ﹤0.01%
113,543
+5,289
3192
$2.45M ﹤0.01%
133,422
-148,513
3193
$2.45M ﹤0.01%
82,956
+11,775
3194
$2.45M ﹤0.01%
129,394
-1,140
3195
$2.44M ﹤0.01%
147,435
+137
3196
$2.44M ﹤0.01%
46,857
+2,010
3197
$2.44M ﹤0.01%
121,992
+106,070
3198
$2.44M ﹤0.01%
351,418
+40,154
3199
$2.43M ﹤0.01%
88,471
-12,193
3200
$2.43M ﹤0.01%
150,992
-3,547
126 127
128
129 130