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
3726
$1.26M ﹤0.01%
86,854
-89,777
3727
$1.26M ﹤0.01%
70,929
+16,348
3728
$1.26M ﹤0.01%
85,561
+44,011
3729
$1.25M ﹤0.01%
28,925
+6,126
3730
$1.25M ﹤0.01%
120,550
+42,530
3731
$1.25M ﹤0.01%
102,463
+97,927
3732
$1.25M ﹤0.01%
50,633
+24,447
3733
$1.25M ﹤0.01%
18,275
-35,138
3734
$1.25M ﹤0.01%
315,218
+257,555
3735
$1.25M ﹤0.01%
126,530
+99,848
3736
$1.25M ﹤0.01%
78,139
-20,937
3737
$1.25M ﹤0.01%
29,277
-9,668
3738
$1.25M ﹤0.01%
179,469
-6,817
3739
$1.24M ﹤0.01%
119,393
-1,580
3740
$1.24M ﹤0.01%
234,956
+79,205
3741
$1.24M ﹤0.01%
51,064
+6,225
3742
$1.24M ﹤0.01%
412,859
-422,333
3743
$1.24M ﹤0.01%
74,826
-6,587
3744
$1.23M ﹤0.01%
67,159
-1,259,027
3745
$1.23M ﹤0.01%
105,276
+17,007
3746
$1.23M ﹤0.01%
102,249
-12,094
3747
$1.23M ﹤0.01%
52,254
+46,496
3748
$1.23M ﹤0.01%
150,930
+17,171
3749
$1.23M ﹤0.01%
852
+42
3750
$1.23M ﹤0.01%
90,037
+14,841
148 149
150
151 152