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
4251
$592K ﹤0.01%
15,007
+4,694
4252
$591K ﹤0.01%
69,005
-19,958
4253
$590K ﹤0.01%
54,015
-4,323
4254
$586K ﹤0.01%
4,905
-4,757
4255
$585K ﹤0.01%
8,767
+2,980
4256
$583K ﹤0.01%
3,518
-2,801
4257
$582K ﹤0.01%
40,095
+6,391
4258
$582K ﹤0.01%
19,547
-25,455
4259
$581K ﹤0.01%
13,455
-1,872
4260
$579K ﹤0.01%
12,150
-5,224
4261
$577K ﹤0.01%
5,516
-6,760
4262
$577K ﹤0.01%
14,345
-168,774
4263
$576K ﹤0.01%
6,272
+224
4264
$574K ﹤0.01%
115,426
+297
4265
$572K ﹤0.01%
185,804
+173,444
4266
$572K ﹤0.01%
45,274
+10,131
4267
$572K ﹤0.01%
214,100
+82,100
4268
$571K ﹤0.01%
34,177
+6,734
4269
$571K ﹤0.01%
87,235
+634
4270
$570K ﹤0.01%
43,614
-18,516
4271
$570K ﹤0.01%
42,853
+5,980
4272
$570K ﹤0.01%
19,606
-24,346
4273
$569K ﹤0.01%
42,385
+7,750
4274
$568K ﹤0.01%
7,146
-1,263
4275
$566K ﹤0.01%
14,086
-2,176
169 170
171
172 173