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
4751
$241K ﹤0.01%
24,772
+12,359
4752
$241K ﹤0.01%
9,891
-44,865
4753
$241K ﹤0.01%
16,166
+1,355
4754
$240K ﹤0.01%
75,204
-11,282
4755
$239K ﹤0.01%
9,103
-3,284
4756
$239K ﹤0.01%
13,967
-1,211
4757
$239K ﹤0.01%
21,149
-8,435
4758
$238K ﹤0.01%
+12,615
4759
$238K ﹤0.01%
44,600
-9
4760
$238K ﹤0.01%
46,452
+5,431
4761
$237K ﹤0.01%
23,821
+7,110
4762
$237K ﹤0.01%
52,853
-46,065
4763
$237K ﹤0.01%
18,201
+1,287
4764
$236K ﹤0.01%
27,400
-506,013
4765
$236K ﹤0.01%
23,377
-48,259
4766
$235K ﹤0.01%
54,177
-4,389
4767
$235K ﹤0.01%
20,994
+4,021
4768
$233K ﹤0.01%
2,937
-10,622
4769
$232K ﹤0.01%
17,273
+729
4770
$232K ﹤0.01%
4,750
+151
4771
$231K ﹤0.01%
15,243
+12
4772
$231K ﹤0.01%
11,223
-15,540
4773
$230K ﹤0.01%
9,603
-4,491
4774
$230K ﹤0.01%
15,345
+12,188
4775
$230K ﹤0.01%
33,248
-55
189 190
191
192 193