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
3676
$1.33M ﹤0.01%
+53,500
3677
$1.33M ﹤0.01%
183,430
+178,408
3678
$1.33M ﹤0.01%
83,353
+726
3679
$1.32M ﹤0.01%
251,971
+31,944
3680
$1.32M ﹤0.01%
240,144
+131,755
3681
$1.32M ﹤0.01%
339,608
+29,492
3682
$1.32M ﹤0.01%
66,859
+38,756
3683
$1.32M ﹤0.01%
50,686
-38,564
3684
$1.32M ﹤0.01%
19,457
-2,069
3685
$1.31M ﹤0.01%
91,011
-19,202
3686
$1.31M ﹤0.01%
83,911
+40,665
3687
$1.31M ﹤0.01%
100,755
+67,916
3688
$1.31M ﹤0.01%
82,861
-13,969
3689
$1.3M ﹤0.01%
117,606
+100,350
3690
$1.3M ﹤0.01%
90,014
+26,591
3691
$1.3M ﹤0.01%
64,780
+60,006
3692
$1.3M ﹤0.01%
75,932
+22,290
3693
$1.3M ﹤0.01%
71,470
-10,771
3694
$1.3M ﹤0.01%
52,517
-2,029
3695
$1.3M ﹤0.01%
37,308
-49,650
3696
$1.29M ﹤0.01%
451
-128
3697
$1.29M ﹤0.01%
109,765
+3,900
3698
$1.29M ﹤0.01%
45,081
+2,080
3699
$1.29M ﹤0.01%
25,051
+900
3700
$1.29M ﹤0.01%
16,829
+12,740
146 147
148
149 150