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
4276
$562K ﹤0.01%
9,312
-3,838
4277
$562K ﹤0.01%
263,600
+60,867
4278
$561K ﹤0.01%
12,600
-17,725
4279
$561K ﹤0.01%
3,679
+1,912
4280
$560K ﹤0.01%
9,555
+5,925
4281
$559K ﹤0.01%
47,432
+28,525
4282
$558K ﹤0.01%
73,207
+27,188
4283
$557K ﹤0.01%
2,854
-2,204
4284
$556K ﹤0.01%
39,306
+18
4285
$552K ﹤0.01%
148
-225
4286
$552K ﹤0.01%
73,011
+3,016
4287
$552K ﹤0.01%
57,842
-6,588
4288
$552K ﹤0.01%
7,602
-1,068
4289
$551K ﹤0.01%
+40,149
4290
$550K ﹤0.01%
39,490
+36,510
4291
$550K ﹤0.01%
139,796
-28,019
4292
$548K ﹤0.01%
30,644
-39,002
4293
$548K ﹤0.01%
8,743
-8,354
4294
$545K ﹤0.01%
220,574
-10,000
4295
$542K ﹤0.01%
18,248
+1,066
4296
$541K ﹤0.01%
27,299
-118
4297
$540K ﹤0.01%
29,221
+9,949
4298
$539K ﹤0.01%
31,780
+18,532
4299
$538K ﹤0.01%
14,312
+7,966
4300
$538K ﹤0.01%
15,480
+5,117
170 171
172
173 174