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
3501
$1.66M ﹤0.01%
83,908
-71,696
3502
$1.66M ﹤0.01%
63,909
+19,429
3503
$1.66M ﹤0.01%
107,069
-167,875
3504
$1.66M ﹤0.01%
352,028
+92,597
3505
$1.66M ﹤0.01%
91,002
-3,584
3506
$1.66M ﹤0.01%
69,543
-8,782
3507
$1.66M ﹤0.01%
221,505
-12,243
3508
$1.65M ﹤0.01%
260,917
-502,280
3509
$1.65M ﹤0.01%
46,828
+1,444
3510
$1.65M ﹤0.01%
59,984
+19,123
3511
$1.64M ﹤0.01%
40,041
-67,336
3512
$1.64M ﹤0.01%
48,107
-1,570
3513
$1.64M ﹤0.01%
333,973
-141,655
3514
$1.64M ﹤0.01%
60,076
+2,671
3515
$1.64M ﹤0.01%
172,052
-3,146
3516
$1.63M ﹤0.01%
72,380
+37,310
3517
$1.63M ﹤0.01%
26,908
-3,200
3518
$1.63M ﹤0.01%
+40,831
3519
$1.63M ﹤0.01%
69,299
-50,286
3520
$1.63M ﹤0.01%
1,842
+1,347
3521
$1.63M ﹤0.01%
125,066
+22,333
3522
$1.63M ﹤0.01%
132,147
-9,500
3523
$1.62M ﹤0.01%
96,074
-47,626
3524
$1.62M ﹤0.01%
76,073
-19,096
3525
$1.61M ﹤0.01%
125,170
+598
139 140
141
142 143