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
3751
$1.22M ﹤0.01%
100,721
+60,668
3752
$1.22M ﹤0.01%
2,175
-3,490
3753
$1.22M ﹤0.01%
137,393
-37,845
3754
$1.22M ﹤0.01%
41,051
-71,775
3755
$1.22M ﹤0.01%
46,798
-43,591
3756
$1.21M ﹤0.01%
17,040
-14,571
3757
$1.21M ﹤0.01%
48,307
-6,477
3758
$1.21M ﹤0.01%
72,872
+35,593
3759
$1.21M ﹤0.01%
89,114
-74,636
3760
$1.21M ﹤0.01%
52,630
-8,083
3761
$1.21M ﹤0.01%
28,061
+2,018
3762
$1.21M ﹤0.01%
55,038
-207,316
3763
$1.21M ﹤0.01%
192,567
+88,683
3764
$1.21M ﹤0.01%
18,548
+5,746
3765
$1.2M ﹤0.01%
39,744
-134,128
3766
$1.2M ﹤0.01%
17,715
+9,493
3767
$1.2M ﹤0.01%
105,603
-53,057
3768
$1.2M ﹤0.01%
68,340
-3,250
3769
$1.2M ﹤0.01%
184,857
+43
3770
$1.2M ﹤0.01%
30,554
+14,841
3771
$1.2M ﹤0.01%
64,208
-9,995
3772
$1.19M ﹤0.01%
+260,113
3773
$1.19M ﹤0.01%
60,256
-16,029
3774
$1.19M ﹤0.01%
71,123
-22,375
3775
$1.19M ﹤0.01%
150,943
+126,615
149 150
151
152 153