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
4776
$229K ﹤0.01%
17,105
-377,422
4777
$226K ﹤0.01%
14,163
-205
4778
$226K ﹤0.01%
14,508
-1,500
4779
$225K ﹤0.01%
38,745
+1,280
4780
$224K ﹤0.01%
13,027
-2,998
4781
$224K ﹤0.01%
5,031
+2,955
4782
$224K ﹤0.01%
11,364
-11,224
4783
$224K ﹤0.01%
9,696
-16,637
4784
$223K ﹤0.01%
9,832
+4,344
4785
$223K ﹤0.01%
3,504
-219
4786
$223K ﹤0.01%
13,190
+4,965
4787
$222K ﹤0.01%
22,983
-657,235
4788
$221K ﹤0.01%
49,085
+36,600
4789
$221K ﹤0.01%
12,603
+1,084
4790
$221K ﹤0.01%
25,051
+15
4791
$221K ﹤0.01%
16,933
+16,833
4792
$220K ﹤0.01%
13,347
-2,472
4793
$219K ﹤0.01%
20,302
-34,351
4794
$219K ﹤0.01%
4,364
-17,060
4795
$219K ﹤0.01%
92,892
-60,052
4796
$218K ﹤0.01%
8,651
+7,789
4797
$218K ﹤0.01%
23,110
-6,870
4798
$218K ﹤0.01%
5,038
+95
4799
$217K ﹤0.01%
6,929
+361
4800
$217K ﹤0.01%
5,540
-445
190 191
192
193 194