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
3576
$1.52M ﹤0.01%
41,368
-1,907
3577
$1.52M ﹤0.01%
613,263
+126,992
3578
$1.52M ﹤0.01%
163,482
+44,337
3579
$1.52M ﹤0.01%
300,162
-60,134
3580
$1.52M ﹤0.01%
74,814
+31,282
3581
$1.51M ﹤0.01%
129,610
+84,183
3582
$1.51M ﹤0.01%
58,154
+51,946
3583
$1.51M ﹤0.01%
120,709
+3,697
3584
$1.51M ﹤0.01%
71,215
+12,146
3585
$1.51M ﹤0.01%
49,626
+41,468
3586
$1.51M ﹤0.01%
172,743
+16,924
3587
$1.51M ﹤0.01%
99,434
+48,402
3588
$1.51M ﹤0.01%
163,673
-33,804
3589
$1.5M ﹤0.01%
54,009
+10,807
3590
$1.5M ﹤0.01%
432,831
+165,470
3591
$1.5M ﹤0.01%
74,599
+4,251
3592
$1.5M ﹤0.01%
37,568
-138,206
3593
$1.49M ﹤0.01%
28,281
-36,704
3594
$1.49M ﹤0.01%
82,260
+6,336
3595
$1.49M ﹤0.01%
1,073,378
+715,780
3596
$1.49M ﹤0.01%
95,018
-16,816
3597
$1.49M ﹤0.01%
62,334
-32,784
3598
$1.49M ﹤0.01%
61,365
+8,741
3599
$1.48M ﹤0.01%
57,664
+2,552
3600
$1.48M ﹤0.01%
161,092
+20,506
142 143
144
145 146