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
4351
$486K ﹤0.01%
18,631
4352
$485K ﹤0.01%
16,299
+9,469
4353
$484K ﹤0.01%
59,816
-27,144
4354
$484K ﹤0.01%
7,056
-7,189
4355
$483K ﹤0.01%
81,886
+25,350
4356
$483K ﹤0.01%
18,974
+4,382
4357
$483K ﹤0.01%
18,184
-2,526
4358
$481K ﹤0.01%
12,659
+12,335
4359
$479K ﹤0.01%
156,936
-10,837
4360
$478K ﹤0.01%
22,070
+12,194
4361
$477K ﹤0.01%
26,690
-18,376
4362
$477K ﹤0.01%
67,957
+4,056
4363
$476K ﹤0.01%
12,212
-1,246
4364
$475K ﹤0.01%
16,816
+5,034
4365
$474K ﹤0.01%
107,160
-1,234
4366
$474K ﹤0.01%
32,110
-60,929
4367
$473K ﹤0.01%
34,539
-450
4368
$473K ﹤0.01%
7,681
+82
4369
$472K ﹤0.01%
11,470
-3,081
4370
$470K ﹤0.01%
26,282
-3,732
4371
$469K ﹤0.01%
9,360
+7,506
4372
$469K ﹤0.01%
43,517
+32,297
4373
$469K ﹤0.01%
204,804
+5,934
4374
$469K ﹤0.01%
7,889
-23,141
4375
$468K ﹤0.01%
4,756
-441
173 174
175
176 177