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
3551
$1.56M ﹤0.01%
100,167
+16,848
3552
$1.56M ﹤0.01%
428,323
+282,157
3553
$1.56M ﹤0.01%
127,991
+7,214
3554
$1.56M ﹤0.01%
18,614
+10,125
3555
$1.56M ﹤0.01%
120,736
-64,592
3556
$1.56M ﹤0.01%
74,278
+1,009
3557
$1.56M ﹤0.01%
32,851
+3,653
3558
$1.56M ﹤0.01%
2,234
+193
3559
$1.56M ﹤0.01%
34,657
-3,600
3560
$1.56M ﹤0.01%
24,477
+8,829
3561
$1.55M ﹤0.01%
42,881
+20,950
3562
$1.55M ﹤0.01%
168,279
+81,497
3563
$1.55M ﹤0.01%
51,565
+21,309
3564
$1.54M ﹤0.01%
19,965
-18,342
3565
$1.54M ﹤0.01%
416,246
-36,050
3566
$1.54M ﹤0.01%
20,358
-59,035
3567
$1.54M ﹤0.01%
59,653
-20,855
3568
$1.54M ﹤0.01%
37,381
-51,179
3569
$1.53M ﹤0.01%
71,307
+40,946
3570
$1.53M ﹤0.01%
103,585
-14,544
3571
$1.53M ﹤0.01%
72,948
+15,090
3572
$1.53M ﹤0.01%
41,242
+5,283
3573
$1.53M ﹤0.01%
3,719
+164
3574
$1.52M ﹤0.01%
855
-543
3575
$1.52M ﹤0.01%
102,486
-136,379
141 142
143
144 145