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
4951
$154K ﹤0.01%
9,255
-77,789
4952
$154K ﹤0.01%
3,150
-1,461
4953
$154K ﹤0.01%
14,118
+447
4954
$154K ﹤0.01%
952
+889
4955
$154K ﹤0.01%
7,923
-143
4956
$153K ﹤0.01%
3,294
+1,631
4957
$153K ﹤0.01%
3,051
+1,275
4958
$152K ﹤0.01%
5,713
+1,275
4959
$152K ﹤0.01%
6,875
-6,524
4960
$152K ﹤0.01%
2,559
+2,159
4961
$152K ﹤0.01%
24,384
+7,035
4962
$151K ﹤0.01%
21,508
+10,419
4963
$151K ﹤0.01%
1,194
+139
4964
$150K ﹤0.01%
5,576
+1,275
4965
$149K ﹤0.01%
10,252
-4,034
4966
$149K ﹤0.01%
6,301
-1,112
4967
$149K ﹤0.01%
3,172
+3,010
4968
$149K ﹤0.01%
1,485
4969
$149K ﹤0.01%
3,597
-3,542
4970
$148K ﹤0.01%
2,071
+293
4971
$147K ﹤0.01%
30,300
+29,300
4972
$147K ﹤0.01%
9,590
-2,025
4973
$147K ﹤0.01%
2,626
+163
4974
$146K ﹤0.01%
8,163
+1,863
4975
$146K ﹤0.01%
4,561
+345
197 198
199
200 201