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
4701
$266K ﹤0.01%
5,683
-5,833
4702
$265K ﹤0.01%
49,001
+3,960
4703
$264K ﹤0.01%
17,691
+2,778
4704
$264K ﹤0.01%
18,507
+7,007
4705
$263K ﹤0.01%
18,667
+1,692
4706
$263K ﹤0.01%
89,751
-115,717
4707
$262K ﹤0.01%
10,795
-5,593
4708
$261K ﹤0.01%
11,856
-59,433
4709
$261K ﹤0.01%
6,281
+451
4710
$259K ﹤0.01%
30,766
+21,649
4711
$259K ﹤0.01%
13,541
+9,158
4712
$259K ﹤0.01%
32,027
-2,066
4713
$258K ﹤0.01%
114,465
+14,186
4714
$258K ﹤0.01%
16,200
4715
$257K ﹤0.01%
6,384
+498
4716
$257K ﹤0.01%
69,301
+26,301
4717
$256K ﹤0.01%
25,317
+16,506
4718
$256K ﹤0.01%
9,486
-11,829
4719
$256K ﹤0.01%
3,528
-2,161
4720
$255K ﹤0.01%
9,134
+911
4721
$254K ﹤0.01%
10,665
-13,022
4722
$253K ﹤0.01%
+7,425
4723
$253K ﹤0.01%
3,150
+386
4724
$253K ﹤0.01%
11,683
+8,578
4725
$253K ﹤0.01%
15,285
-280
187 188
189
190 191