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
4051
$808K ﹤0.01%
73,463
+69,252
4052
$805K ﹤0.01%
28,322
-493,803
4053
$804K ﹤0.01%
38,046
+13,898
4054
$804K ﹤0.01%
100,306
-5,392
4055
$803K ﹤0.01%
16,494
+5,584
4056
$803K ﹤0.01%
17,754
-3,497
4057
$801K ﹤0.01%
45,450
+1,700
4058
$799K ﹤0.01%
34,608
+1,184
4059
$798K ﹤0.01%
53,782
-7,676
4060
$798K ﹤0.01%
52,122
-25,000
4061
$797K ﹤0.01%
40,089
+29,843
4062
$794K ﹤0.01%
21,763
-16,169
4063
$794K ﹤0.01%
17,636
+1,430
4064
$792K ﹤0.01%
76,619
-21,541
4065
$789K ﹤0.01%
244,607
+221,300
4066
$788K ﹤0.01%
28,415
-22,293
4067
$788K ﹤0.01%
42,043
-4,994,461
4068
$787K ﹤0.01%
37,777
+6,615
4069
$787K ﹤0.01%
219,075
-36,125
4070
$787K ﹤0.01%
51,481
-7,560
4071
$786K ﹤0.01%
47,948
+2,050
4072
$786K ﹤0.01%
46,556
-27,398
4073
$786K ﹤0.01%
64,299
-20,001
4074
$782K ﹤0.01%
21,398
-4,056
4075
$782K ﹤0.01%
59,556
-876
161 162
163
164 165