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
4826
$206K ﹤0.01%
1,187
+751
4827
$206K ﹤0.01%
27,745
-2,319
4828
$206K ﹤0.01%
14,333
-1,731
4829
$206K ﹤0.01%
29,191
-60,480
4830
$205K ﹤0.01%
6,402
-371
4831
$205K ﹤0.01%
72,337
-8,525
4832
$205K ﹤0.01%
16,393
-30,715
4833
$205K ﹤0.01%
5,534
-1,313
4834
$203K ﹤0.01%
12,606
-500
4835
$202K ﹤0.01%
6,447
-5,807
4836
$202K ﹤0.01%
5,572
+2
4837
$201K ﹤0.01%
71,994
+70,656
4838
$201K ﹤0.01%
4,122
+400
4839
$200K ﹤0.01%
4,465
-5,311
4840
$200K ﹤0.01%
8,494
-2,232
4841
$200K ﹤0.01%
16,402
-11,909
4842
$200K ﹤0.01%
31,078
-7,605
4843
$199K ﹤0.01%
11,870
+802
4844
$199K ﹤0.01%
77,572
-24,253
4845
$199K ﹤0.01%
21,350
+1,499
4846
$198K ﹤0.01%
1,273
+179
4847
$198K ﹤0.01%
37,684
-47,045
4848
$198K ﹤0.01%
22,049
+4,925
4849
$197K ﹤0.01%
13
-4
4850
$197K ﹤0.01%
31,793
-5,219
192 193
194
195 196