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
3401
$1.89M ﹤0.01%
40,341
-5,143
3402
$1.89M ﹤0.01%
60,108
-11,294
3403
$1.89M ﹤0.01%
145,265
-16,502
3404
$1.89M ﹤0.01%
270,284
-40,731
3405
$1.89M ﹤0.01%
76,679
+32,346
3406
$1.89M ﹤0.01%
96,407
-220,731
3407
$1.88M ﹤0.01%
64,633
+18,963
3408
$1.88M ﹤0.01%
49,417
+45,252
3409
$1.88M ﹤0.01%
33,432
+366
3410
$1.88M ﹤0.01%
70,559
-137,946
3411
$1.88M ﹤0.01%
86,311
-3,268
3412
$1.87M ﹤0.01%
73,467
+973
3413
$1.87M ﹤0.01%
69,152
+17,191
3414
$1.87M ﹤0.01%
121,831
-28,155
3415
$1.87M ﹤0.01%
+23,982
3416
$1.86M ﹤0.01%
20,452
-1,027
3417
$1.86M ﹤0.01%
77,914
+20,883
3418
$1.86M ﹤0.01%
223,515
-9,491
3419
$1.85M ﹤0.01%
124,958
-17,837
3420
$1.85M ﹤0.01%
5,754
+2,149
3421
$1.85M ﹤0.01%
63,754
+49,169
3422
$1.85M ﹤0.01%
42,782
-41,878
3423
$1.84M ﹤0.01%
193,852
-16,289
3424
$1.84M ﹤0.01%
109,465
-31,894
3425
$1.84M ﹤0.01%
85,941
+23,483
135 136
137
138 139