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
4901
$179K ﹤0.01%
33,795
+28,018
4902
$179K ﹤0.01%
620
-300
4903
$179K ﹤0.01%
7,266
+6,934
4904
$179K ﹤0.01%
+11,889
4905
$178K ﹤0.01%
17,361
+7,044
4906
$176K ﹤0.01%
3,139
-24,758
4907
$175K ﹤0.01%
59,573
+3,071
4908
$174K ﹤0.01%
3,663
-349,562
4909
$173K ﹤0.01%
25,055
-10,506
4910
$173K ﹤0.01%
6,591
+233
4911
$173K ﹤0.01%
10,804
4912
$172K ﹤0.01%
7,870
4913
$172K ﹤0.01%
2,089
+1,994
4914
$171K ﹤0.01%
1,158
-3,112
4915
$171K ﹤0.01%
+7,791
4916
$170K ﹤0.01%
+12,464
4917
$170K ﹤0.01%
13,304
+178
4918
$169K ﹤0.01%
37,513
-2,901
4919
$169K ﹤0.01%
3,078
+2,374
4920
$169K ﹤0.01%
82,123
-25,416
4921
$169K ﹤0.01%
4,338
+326
4922
$169K ﹤0.01%
13,165
-13,408
4923
$168K ﹤0.01%
14,624
+647
4924
$166K ﹤0.01%
2,936
-2,474
4925
$166K ﹤0.01%
10,848
-27,409
195 196
197
198 199