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
4201
$649K ﹤0.01%
91,417
-65,601
4202
$640K ﹤0.01%
25,667
-6,233
4203
$639K ﹤0.01%
94,504
+68,052
4204
$638K ﹤0.01%
18,849
+9,224
4205
$638K ﹤0.01%
99,773
+37,496
4206
$638K ﹤0.01%
38,728
+16,045
4207
$637K ﹤0.01%
85,931
-25,921
4208
$637K ﹤0.01%
80,849
+34,998
4209
$636K ﹤0.01%
83,047
-77,203
4210
$635K ﹤0.01%
31,366
+2,478
4211
$635K ﹤0.01%
32,538
+652
4212
$631K ﹤0.01%
38,262
+38,185
4213
$630K ﹤0.01%
40,218
+1,072
4214
$629K ﹤0.01%
18,154
+1,342
4215
$627K ﹤0.01%
20,794
+494
4216
$626K ﹤0.01%
36,012
-3,605
4217
$626K ﹤0.01%
114,311
+70,475
4218
$626K ﹤0.01%
60
-42
4219
$626K ﹤0.01%
10,744
-9,089
4220
$625K ﹤0.01%
13,625
+3,094
4221
$625K ﹤0.01%
80,676
-11,369
4222
$625K ﹤0.01%
87,360
+5,912
4223
$625K ﹤0.01%
9,916
+5,136
4224
$624K ﹤0.01%
6,662
-3,473
4225
$623K ﹤0.01%
260,718
-735,599
167 168
169
170 171