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
4001
$869K ﹤0.01%
141,468
-281,807
4002
$866K ﹤0.01%
119,998
+30,149
4003
$866K ﹤0.01%
50,689
+5,474
4004
$866K ﹤0.01%
22,067
-1,331
4005
$866K ﹤0.01%
19,386
+422
4006
$864K ﹤0.01%
44,496
-15,387
4007
$862K ﹤0.01%
59,976
-35,501
4008
$862K ﹤0.01%
218,024
-76,724
4009
$861K ﹤0.01%
84,178
+1,149
4010
$861K ﹤0.01%
34,575
-4,217
4011
$860K ﹤0.01%
10,821
+3,349
4012
$859K ﹤0.01%
32,476
-18,760
4013
$859K ﹤0.01%
274,486
+270,424
4014
$858K ﹤0.01%
28,871
+7,630
4015
$858K ﹤0.01%
81,459
+53,415
4016
$858K ﹤0.01%
28,669
-62,612
4017
$858K ﹤0.01%
319,905
+193,436
4018
$858K ﹤0.01%
30,133
-9,143
4019
$857K ﹤0.01%
45,551
-4,591
4020
$856K ﹤0.01%
49,645
+17,357
4021
$854K ﹤0.01%
32,275
+9,654
4022
$852K ﹤0.01%
37,827
-32,142
4023
$849K ﹤0.01%
8
4024
$846K ﹤0.01%
184,012
+170,855
4025
$845K ﹤0.01%
53,623
-37,439
159 160
161
162 163