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
3326
$2.08M ﹤0.01%
104,601
-505,877
3327
$2.08M ﹤0.01%
109,704
+12,324
3328
$2.07M ﹤0.01%
124,785
-89,781
3329
$2.07M ﹤0.01%
64,636
+8,979
3330
$2.06M ﹤0.01%
198,370
-64,062
3331
$2.06M ﹤0.01%
113,725
-16,120
3332
$2.06M ﹤0.01%
43,288
-5,119
3333
$2.06M ﹤0.01%
110,601
+62,348
3334
$2.06M ﹤0.01%
89,532
-321,626
3335
$2.05M ﹤0.01%
211,596
+60,912
3336
$2.05M ﹤0.01%
33,822
-22,808
3337
$2.04M ﹤0.01%
81,620
+52,626
3338
$2.04M ﹤0.01%
174,761
-13,952
3339
$2.04M ﹤0.01%
25,837
+7,980
3340
$2.04M ﹤0.01%
104,619
+75,340
3341
$2.03M ﹤0.01%
144,943
-19,073
3342
$2.02M ﹤0.01%
70,964
-4,531
3343
$2.02M ﹤0.01%
386,958
-6,298
3344
$2.02M ﹤0.01%
90,724
+2,098
3345
$2.02M ﹤0.01%
66,830
-8,808
3346
$2.02M ﹤0.01%
341,051
+279,789
3347
$2.01M ﹤0.01%
85,561
+33,042
3348
$2.01M ﹤0.01%
109,825
+20,997
3349
$2M ﹤0.01%
150,988
-46,731
3350
$2M ﹤0.01%
122,840
+107,656
132 133
134
135 136