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
4651
$294K ﹤0.01%
15,949
+5,205
4652
$294K ﹤0.01%
50,291
-70,725
4653
$292K ﹤0.01%
27,825
-1,515
4654
$291K ﹤0.01%
5,060
4655
$291K ﹤0.01%
894
+232
4656
$289K ﹤0.01%
29,590
+18,704
4657
$288K ﹤0.01%
+23,392
4658
$288K ﹤0.01%
3,139
+1,733
4659
$288K ﹤0.01%
25,643
-126,924
4660
$288K ﹤0.01%
203
-20
4661
$287K ﹤0.01%
17,682
-399
4662
$286K ﹤0.01%
15,406
-275
4663
$286K ﹤0.01%
10,498
+175
4664
$286K ﹤0.01%
+109,209
4665
$286K ﹤0.01%
119,545
+16,520
4666
$285K ﹤0.01%
8,206
-20,200
4667
$285K ﹤0.01%
19,149
-6,735
4668
$285K ﹤0.01%
51,505
-462
4669
$285K ﹤0.01%
11,081
-8,547
4670
$284K ﹤0.01%
28,144
-2,033
4671
$284K ﹤0.01%
87,084
-10,768
4672
$284K ﹤0.01%
35,339
+24,852
4673
$284K ﹤0.01%
19,471
+6
4674
$283K ﹤0.01%
2,785
-5,551
4675
$281K ﹤0.01%
19,466
-1,342
185 186
187
188 189