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
5051
$123K ﹤0.01%
10,089
-18,861
5052
$123K ﹤0.01%
5,156
-973
5053
$123K ﹤0.01%
5,085
-25,205
5054
$123K ﹤0.01%
40,957
+26,919
5055
$123K ﹤0.01%
13,817
+6,646
5056
$123K ﹤0.01%
10,986
+1,122
5057
$122K ﹤0.01%
5,445
-11,724
5058
$122K ﹤0.01%
5,478
-5,744
5059
$122K ﹤0.01%
139,028
-3,600
5060
$122K ﹤0.01%
7,337
+5,547
5061
$122K ﹤0.01%
3,901
-68
5062
$121K ﹤0.01%
29,471
-36,098
5063
$121K ﹤0.01%
21,072
-529
5064
$121K ﹤0.01%
5,042
-2,965
5065
$120K ﹤0.01%
20,461
+1,333
5066
$120K ﹤0.01%
113,182
+112,848
5067
$120K ﹤0.01%
10,288
+9,956
5068
$120K ﹤0.01%
53,116
+46,151
5069
$119K ﹤0.01%
10,528
-35,673
5070
$119K ﹤0.01%
12,540
+667
5071
$119K ﹤0.01%
49,607
-9,597
5072
$119K ﹤0.01%
256,297
-84,740
5073
$119K ﹤0.01%
14,453
+2,653
5074
$118K ﹤0.01%
3,158
5075
$118K ﹤0.01%
455
-225
201 202
203
204 205