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
4976
$146K ﹤0.01%
290
-1,540
4977
$145K ﹤0.01%
8,619
+5,198
4978
$145K ﹤0.01%
5,764
+3,004
4979
$144K ﹤0.01%
4,289
-10,848
4980
$143K ﹤0.01%
26,499
+356
4981
$143K ﹤0.01%
+9,428
4982
$143K ﹤0.01%
576
+137
4983
$143K ﹤0.01%
6,745
-2,674
4984
$142K ﹤0.01%
3,867
-1,156
4985
$142K ﹤0.01%
187
-237
4986
$142K ﹤0.01%
7,862
-58,707
4987
$142K ﹤0.01%
36,200
-24,000
4988
$142K ﹤0.01%
39,252
+2,543
4989
$141K ﹤0.01%
13,938
-11
4990
$141K ﹤0.01%
2,064
+1,502
4991
$141K ﹤0.01%
7,053
-8,939
4992
$141K ﹤0.01%
2,227
-1,706
4993
$140K ﹤0.01%
5,889
+417
4994
$140K ﹤0.01%
8,707
-1,607
4995
$140K ﹤0.01%
2,336
4996
$139K ﹤0.01%
43,519
-86,728
4997
$139K ﹤0.01%
+7,043
4998
$139K ﹤0.01%
3,921
+3,063
4999
$138K ﹤0.01%
26,500
+17,620
5000
$137K ﹤0.01%
11,283
+4,104
198 199
200
201 202