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
4176
$675K ﹤0.01%
34,365
-141,456
4177
$674K ﹤0.01%
143,059
-27,387
4178
$673K ﹤0.01%
92,306
-292,054
4179
$672K ﹤0.01%
180,573
4180
$671K ﹤0.01%
27,496
+7,582
4181
$670K ﹤0.01%
9,310
+2,981
4182
$669K ﹤0.01%
46,401
-4,829
4183
$668K ﹤0.01%
10,124
+7,952
4184
$668K ﹤0.01%
78,149
+20,739
4185
$667K ﹤0.01%
109,067
-1,791,046
4186
$666K ﹤0.01%
+13,239
4187
$665K ﹤0.01%
200,340
-74,999
4188
$662K ﹤0.01%
44,742
+1,542
4189
$661K ﹤0.01%
11,121
-1,791
4190
$660K ﹤0.01%
29,627
-7,995
4191
$660K ﹤0.01%
44,820
+4,361
4192
$660K ﹤0.01%
41,798
+2,190
4193
$657K ﹤0.01%
128,598
-151,510
4194
$654K ﹤0.01%
36,369
-2,233
4195
$654K ﹤0.01%
77,359
+3,828
4196
$654K ﹤0.01%
23,976
-4,482
4197
$653K ﹤0.01%
8,999
+6,173
4198
$653K ﹤0.01%
70,555
+8,567
4199
$651K ﹤0.01%
30,102
+10,824
4200
$650K ﹤0.01%
35,240
-7,916
166 167
168
169 170