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
4626
$307K ﹤0.01%
8,051
+287
4627
$305K ﹤0.01%
29,483
-398,174
4628
$304K ﹤0.01%
13,889
-37,188
4629
$303K ﹤0.01%
20,984
-1,351
4630
$303K ﹤0.01%
34,357
+22,295
4631
$302K ﹤0.01%
18,410
+1,525
4632
$302K ﹤0.01%
82,840
-56,540
4633
$302K ﹤0.01%
44,904
-27,368
4634
$302K ﹤0.01%
23,180
-746
4635
$301K ﹤0.01%
12,636
-26,430
4636
$301K ﹤0.01%
11,486
-7,918
4637
$300K ﹤0.01%
1,169
-3
4638
$300K ﹤0.01%
123,258
+5,000
4639
$299K ﹤0.01%
25,102
+4,156
4640
$299K ﹤0.01%
2,432
-605
4641
$299K ﹤0.01%
13,732
-6,984
4642
$298K ﹤0.01%
6,912
+3,294
4643
$298K ﹤0.01%
22,482
-54,299
4644
$298K ﹤0.01%
40,852
-7,364
4645
$298K ﹤0.01%
50,272
-2,500
4646
$297K ﹤0.01%
15,473
-740
4647
$297K ﹤0.01%
100,036
-37,698
4648
$297K ﹤0.01%
7,536
+361
4649
$296K ﹤0.01%
17,940
-921
4650
$295K ﹤0.01%
15,178
-1,894
184 185
186
187 188