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
4226
$620K ﹤0.01%
12,439
+1,068
4227
$618K ﹤0.01%
36,917
-27,235
4228
$614K ﹤0.01%
20,696
+2,479
4229
$614K ﹤0.01%
20,856
-28,394
4230
$613K ﹤0.01%
13,363
+2,162
4231
$612K ﹤0.01%
47,158
-53,207
4232
$610K ﹤0.01%
33,331
+13,591
4233
$610K ﹤0.01%
16,285
-604
4234
$610K ﹤0.01%
69,529
+4,272
4235
$610K ﹤0.01%
60,512
-29,246
4236
$604K ﹤0.01%
55,698
-218,318
4237
$604K ﹤0.01%
10,876
+17
4238
$603K ﹤0.01%
24,612
-6,732
4239
$602K ﹤0.01%
12,628
+7,751
4240
$599K ﹤0.01%
10,660
+2,416
4241
$599K ﹤0.01%
19,630
-2,947
4242
$598K ﹤0.01%
67,346
+27,471
4243
$598K ﹤0.01%
14,127
-333
4244
$598K ﹤0.01%
33,619
+10,966
4245
$597K ﹤0.01%
42,212
+2,000
4246
$597K ﹤0.01%
47,702
-89,238
4247
$597K ﹤0.01%
22,863
-900
4248
$596K ﹤0.01%
32,212
-30,000
4249
$595K ﹤0.01%
94,547
+36,397
4250
$594K ﹤0.01%
12,913
-2,393
168 169
170
171 172