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
3926
$954K ﹤0.01%
51,808
+1,452
3927
$951K ﹤0.01%
57,669
-50,213
3928
$951K ﹤0.01%
8,759
+8,481
3929
$951K ﹤0.01%
182,242
+30,382
3930
$949K ﹤0.01%
14,653
+8,971
3931
$949K ﹤0.01%
28,960
-7,251
3932
$948K ﹤0.01%
14,338
-13,628
3933
$948K ﹤0.01%
109,144
+3,879
3934
$948K ﹤0.01%
48,495
-9,346
3935
$948K ﹤0.01%
78,865
-461,683
3936
$947K ﹤0.01%
50,047
+4,376
3937
$947K ﹤0.01%
174,374
-19,556
3938
$946K ﹤0.01%
37,855
+32,469
3939
$946K ﹤0.01%
46,573
+19,743
3940
$943K ﹤0.01%
19,992
+635
3941
$942K ﹤0.01%
64,532
+54,564
3942
$942K ﹤0.01%
38,728
-10,367
3943
$942K ﹤0.01%
11,686
-29,272
3944
$937K ﹤0.01%
131,930
+38,087
3945
$937K ﹤0.01%
56,179
-1,034
3946
$936K ﹤0.01%
34,437
+15,874
3947
$936K ﹤0.01%
60,549
+2,531
3948
$933K ﹤0.01%
66,054
+25,557
3949
$933K ﹤0.01%
191,407
+56,201
3950
$930K ﹤0.01%
112,795
+241
156 157
158
159 160