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
3826
$1.1M ﹤0.01%
1,234
-359
3827
$1.1M ﹤0.01%
54,041
-26,358
3828
$1.1M ﹤0.01%
42,897
+3,508
3829
$1.1M ﹤0.01%
100,710
-4,437
3830
$1.1M ﹤0.01%
205,738
+136,406
3831
$1.09M ﹤0.01%
100,752
+30,463
3832
$1.09M ﹤0.01%
23,108
+571
3833
$1.09M ﹤0.01%
95,599
+17,143
3834
$1.09M ﹤0.01%
78,864
-7,807
3835
$1.09M ﹤0.01%
43,557
-33,535
3836
$1.09M ﹤0.01%
70,523
+69,570
3837
$1.08M ﹤0.01%
80,620
-93,030
3838
$1.08M ﹤0.01%
43,888
-27,024
3839
$1.08M ﹤0.01%
32,972
+4,245
3840
$1.08M ﹤0.01%
79,559
-59,685
3841
$1.08M ﹤0.01%
5,832
+204
3842
$1.08M ﹤0.01%
148,425
-49,565
3843
$1.08M ﹤0.01%
166,683
+119,682
3844
$1.08M ﹤0.01%
78,784
-20,290
3845
$1.08M ﹤0.01%
76,635
-55,626
3846
$1.07M ﹤0.01%
91,410
-43,834
3847
$1.07M ﹤0.01%
72,673
+9,383
3848
$1.07M ﹤0.01%
296,173
+45,681
3849
$1.07M ﹤0.01%
76,088
-12,892
3850
$1.07M ﹤0.01%
45,333
-5,274
152 153
154
155 156