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
4101
$753K ﹤0.01%
50,026
+9,404
4102
$752K ﹤0.01%
93,279
+89,931
4103
$752K ﹤0.01%
50,358
-15,720
4104
$750K ﹤0.01%
76,638
-192,194
4105
$750K ﹤0.01%
64,987
-96,623
4106
$749K ﹤0.01%
32,340
+2,994
4107
$748K ﹤0.01%
66,489
+5,139
4108
$747K ﹤0.01%
60,109
-22,380
4109
$745K ﹤0.01%
5,177
-696
4110
$745K ﹤0.01%
32,797
+24,983
4111
$745K ﹤0.01%
1,343
-967
4112
$744K ﹤0.01%
14,963
+418
4113
$743K ﹤0.01%
80,163
-25,521
4114
$743K ﹤0.01%
39,156
+38,560
4115
$743K ﹤0.01%
148,286
-24,034
4116
$737K ﹤0.01%
26,191
-9,180
4117
$737K ﹤0.01%
1,722
-5,591
4118
$737K ﹤0.01%
43,231
+13,150
4119
$732K ﹤0.01%
47,146
-427,604
4120
$731K ﹤0.01%
20,661
+6,003
4121
$731K ﹤0.01%
217,432
-1,579
4122
$730K ﹤0.01%
76,674
+58,768
4123
$729K ﹤0.01%
44,460
-58,909
4124
$729K ﹤0.01%
33,580
+23,792
4125
$727K ﹤0.01%
56,530
+47,681
163 164
165
166 167