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
4401
$453K ﹤0.01%
75,944
-46,709
4402
$452K ﹤0.01%
15,970
-12,030
4403
$452K ﹤0.01%
31,626
+24,149
4404
$451K ﹤0.01%
107,035
-58,462
4405
$450K ﹤0.01%
11,256
+1,017
4406
$449K ﹤0.01%
59,617
+39,944
4407
$449K ﹤0.01%
13,927
+6,665
4408
$449K ﹤0.01%
17,810
+200
4409
$448K ﹤0.01%
22,427
-37,980
4410
$447K ﹤0.01%
27,202
-1,282
4411
$447K ﹤0.01%
10,354
+7,910
4412
$447K ﹤0.01%
67,718
+50,000
4413
$444K ﹤0.01%
11,649
-145
4414
$444K ﹤0.01%
9,437
+137
4415
$443K ﹤0.01%
27,469
+2,103
4416
$443K ﹤0.01%
14,251
-2,705
4417
$441K ﹤0.01%
15,638
-16,155
4418
$441K ﹤0.01%
14,148
-28,633
4419
$441K ﹤0.01%
208,814
+162,522
4420
$440K ﹤0.01%
16,890
-375
4421
$439K ﹤0.01%
75,660
-44,824
4422
$439K ﹤0.01%
66,279
+29,367
4423
$438K ﹤0.01%
39,632
-1,786
4424
$437K ﹤0.01%
69,850
-14,995
4425
$436K ﹤0.01%
28,427
175 176
177
178 179