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
4576
$331K ﹤0.01%
27,733
-59,411
4577
$330K ﹤0.01%
23,652
+22,278
4578
$329K ﹤0.01%
43,511
-135,146
4579
$329K ﹤0.01%
42
+33
4580
$328K ﹤0.01%
22,876
-25,025
4581
$328K ﹤0.01%
15,056
-4,165
4582
$328K ﹤0.01%
18,292
-8,558
4583
$328K ﹤0.01%
10,049
+1,315
4584
$327K ﹤0.01%
17,698
+2,595
4585
$327K ﹤0.01%
33,614
-2,771
4586
$326K ﹤0.01%
23,363
+5,612
4587
$325K ﹤0.01%
32,384
+116
4588
$325K ﹤0.01%
30,617
-1,385
4589
$325K ﹤0.01%
19,624
+576
4590
$325K ﹤0.01%
24,000
4591
$324K ﹤0.01%
22,041
-4,917
4592
$324K ﹤0.01%
11,266
+509
4593
$323K ﹤0.01%
1,835
+18
4594
$322K ﹤0.01%
54,138
+16,649
4595
$322K ﹤0.01%
14,373
-483
4596
$322K ﹤0.01%
21,464
+1,175
4597
$322K ﹤0.01%
40,925
-199
4598
$322K ﹤0.01%
16,808
+857
4599
$321K ﹤0.01%
13,402
-6,572
4600
$321K ﹤0.01%
38,492
+34,683
182 183
184
185 186