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
3301
$2.14M ﹤0.01%
511,166
+162,101
3302
$2.14M ﹤0.01%
180,760
+30,705
3303
$2.14M ﹤0.01%
78,138
-2,062
3304
$2.14M ﹤0.01%
259,215
+187,782
3305
$2.14M ﹤0.01%
102,671
-146,504
3306
$2.14M ﹤0.01%
248,845
+7,957
3307
$2.14M ﹤0.01%
92,371
-1,557
3308
$2.13M ﹤0.01%
119,257
-2,263
3309
$2.12M ﹤0.01%
106,966
-448
3310
$2.11M ﹤0.01%
54,791
+11,081
3311
$2.11M ﹤0.01%
141,590
-64,659
3312
$2.11M ﹤0.01%
191,979
+24,257
3313
$2.11M ﹤0.01%
46,389
-61,099
3314
$2.11M ﹤0.01%
96,341
+2,946
3315
$2.1M ﹤0.01%
161,397
+73,385
3316
$2.1M ﹤0.01%
61,072
-9,567
3317
$2.1M ﹤0.01%
158,079
-554
3318
$2.09M ﹤0.01%
157,853
+148,240
3319
$2.09M ﹤0.01%
130,752
+2,119
3320
$2.09M ﹤0.01%
46,958
+38,790
3321
$2.09M ﹤0.01%
16,013
+2,034
3322
$2.09M ﹤0.01%
360,141
-281,206
3323
$2.09M ﹤0.01%
42,259
-1,030
3324
$2.09M ﹤0.01%
334,944
+206,489
3325
$2.08M ﹤0.01%
109,599
-6,348
131 132
133
134 135