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
3701
$1.29M ﹤0.01%
155,320
-66,864
3702
$1.29M ﹤0.01%
47,327
+200
3703
$1.28M ﹤0.01%
67,619
+703
3704
$1.28M ﹤0.01%
34,910
-6,423
3705
$1.28M ﹤0.01%
121,844
+49,541
3706
$1.28M ﹤0.01%
47,565
+32,152
3707
$1.28M ﹤0.01%
233,837
-2,389,002
3708
$1.27M ﹤0.01%
106,313
-625
3709
$1.27M ﹤0.01%
37,654
-4,927
3710
$1.27M ﹤0.01%
35,050
+26,261
3711
$1.27M ﹤0.01%
87,579
+24,620
3712
$1.27M ﹤0.01%
34,121
-41,722
3713
$1.27M ﹤0.01%
26,772
-6,264
3714
$1.27M ﹤0.01%
113,063
-902
3715
$1.26M ﹤0.01%
37,614
-1,940
3716
$1.26M ﹤0.01%
40,764
+18,660
3717
$1.26M ﹤0.01%
199,921
+156,509
3718
$1.26M ﹤0.01%
122,867
+6,249
3719
$1.26M ﹤0.01%
123,444
+43,594
3720
$1.26M ﹤0.01%
229,072
-28,429
3721
$1.26M ﹤0.01%
46,730
+43,403
3722
$1.26M ﹤0.01%
137,314
-994
3723
$1.26M ﹤0.01%
55
+46
3724
$1.26M ﹤0.01%
24,082
-7,078
3725
$1.26M ﹤0.01%
72,892
+12,526
147 148
149
150 151