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
4926
$165K ﹤0.01%
4,171
-3
4927
$164K ﹤0.01%
14,822
-544
4928
$164K ﹤0.01%
9,108
-34,040
4929
$164K ﹤0.01%
23,150
+319
4930
$163K ﹤0.01%
4,159
-7
4931
$163K ﹤0.01%
21,087
+8,449
4932
$163K ﹤0.01%
26,167
+10,619
4933
$163K ﹤0.01%
7,748
-35,883
4934
$163K ﹤0.01%
51,900
+21,400
4935
$162K ﹤0.01%
6,607
+1,550
4936
$162K ﹤0.01%
3,750
+1,468
4937
$162K ﹤0.01%
8,808
-10,623
4938
$162K ﹤0.01%
14,026
+1,452
4939
$159K ﹤0.01%
9,170
-3,208
4940
$159K ﹤0.01%
12,015
+5,313
4941
$158K ﹤0.01%
12,967
-556,552
4942
$157K ﹤0.01%
6,124
-471
4943
$157K ﹤0.01%
97,378
-2,493
4944
$157K ﹤0.01%
5,508
-55,611
4945
$156K ﹤0.01%
42,134
+14,294
4946
$155K ﹤0.01%
39
+6
4947
$155K ﹤0.01%
19,069
+9,985
4948
$154K ﹤0.01%
5,223
+1,791
4949
$154K ﹤0.01%
57,654
-13,378
4950
$154K ﹤0.01%
8,004
196 197
198
199 200