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
3276
$2.22M ﹤0.01%
138,661
+33,735
3277
$2.21M ﹤0.01%
64,977
+40,999
3278
$2.2M ﹤0.01%
325,723
+121,299
3279
$2.2M ﹤0.01%
159,633
+44,439
3280
$2.2M ﹤0.01%
103,012
+3,527
3281
$2.19M ﹤0.01%
142,742
+2,843
3282
$2.19M ﹤0.01%
144,425
+8,890
3283
$2.18M ﹤0.01%
199,408
+15,633
3284
$2.18M ﹤0.01%
196,840
-1,557,154
3285
$2.18M ﹤0.01%
54,137
-60,891
3286
$2.18M ﹤0.01%
139,000
-49,127
3287
$2.17M ﹤0.01%
199,247
+86,871
3288
$2.17M ﹤0.01%
14,385
+1,964
3289
$2.17M ﹤0.01%
623,427
+89,729
3290
$2.17M ﹤0.01%
128,246
-2,929
3291
$2.17M ﹤0.01%
262,048
-4,016
3292
$2.16M ﹤0.01%
199,969
+177,330
3293
$2.16M ﹤0.01%
71,788
+62,280
3294
$2.16M ﹤0.01%
96,648
-22,350
3295
$2.16M ﹤0.01%
100,128
+10,062
3296
$2.16M ﹤0.01%
293,795
-83,610
3297
$2.15M ﹤0.01%
49,830
-11,138
3298
$2.15M ﹤0.01%
79,045
+12,890
3299
$2.14M ﹤0.01%
413,119
+51,568
3300
$2.14M ﹤0.01%
86,207
+10,477
130 131
132
133 134