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
3651
$1.37M ﹤0.01%
26,589
+9,115
3652
$1.37M ﹤0.01%
34,236
-96,864
3653
$1.36M ﹤0.01%
35,596
+1,860
3654
$1.36M ﹤0.01%
40,122
+20,358
3655
$1.36M ﹤0.01%
84,299
+36,072
3656
$1.36M ﹤0.01%
154,347
-68,557
3657
$1.36M ﹤0.01%
26,515
-107,883
3658
$1.36M ﹤0.01%
166,904
-3,059
3659
$1.35M ﹤0.01%
77,258
-174,267
3660
$1.35M ﹤0.01%
73,782
-143,759
3661
$1.35M ﹤0.01%
91,678
+2,647
3662
$1.35M ﹤0.01%
124,628
-4,746
3663
$1.35M ﹤0.01%
38,550
+18,560
3664
$1.34M ﹤0.01%
81,021
+41,313
3665
$1.34M ﹤0.01%
9,418
+5,346
3666
$1.34M ﹤0.01%
31,358
+11,125
3667
$1.34M ﹤0.01%
29,347
+16,676
3668
$1.34M ﹤0.01%
25,059
-1,233
3669
$1.34M ﹤0.01%
174,474
-5,797
3670
$1.34M ﹤0.01%
66,434
-8,671
3671
$1.33M ﹤0.01%
31,676
+2,249
3672
$1.33M ﹤0.01%
23,293
+1,755
3673
$1.33M ﹤0.01%
45,289
-53,141
3674
$1.33M ﹤0.01%
158,771
+36,033
3675
$1.33M ﹤0.01%
78,294
+61,693
145 146
147
148 149