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
3851
$1.07M ﹤0.01%
3,969
+214
3852
$1.06M ﹤0.01%
23,721
-4,758
3853
$1.06M ﹤0.01%
90,722
+86,079
3854
$1.06M ﹤0.01%
26,978
-625
3855
$1.06M ﹤0.01%
33,888
+774
3856
$1.06M ﹤0.01%
31,438
+10,001
3857
$1.05M ﹤0.01%
61,179
+1,880
3858
$1.05M ﹤0.01%
125,459
-61,113
3859
$1.05M ﹤0.01%
17,005
-12,591
3860
$1.05M ﹤0.01%
54,730
-82,027
3861
$1.05M ﹤0.01%
65,082
-4,712
3862
$1.05M ﹤0.01%
31,498
+1,431
3863
$1.05M ﹤0.01%
49,618
-3,198
3864
$1.05M ﹤0.01%
103,951
+55,481
3865
$1.04M ﹤0.01%
9,709
+1,865
3866
$1.04M ﹤0.01%
63,638
-6,453
3867
$1.04M ﹤0.01%
63,520
-13,810
3868
$1.04M ﹤0.01%
55,818
-290,158
3869
$1.04M ﹤0.01%
91,985
-27,456
3870
$1.04M ﹤0.01%
18,007
-731
3871
$1.03M ﹤0.01%
134,227
-231,558
3872
$1.03M ﹤0.01%
31,256
+10,380
3873
$1.03M ﹤0.01%
39,506
+7,331
3874
$1.02M ﹤0.01%
206,250
-20,429
3875
$1.02M ﹤0.01%
42,998
+25,497
153 154
155
156 157