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
5076
$118K ﹤0.01%
17,358
+9,597
5077
$118K ﹤0.01%
19,120
+454
5078
$118K ﹤0.01%
57,166
-11,243
5079
$117K ﹤0.01%
10,930
+3,188
5080
$117K ﹤0.01%
53,136
-11,862
5081
$117K ﹤0.01%
8,095
+108
5082
$116K ﹤0.01%
121
-416
5083
$116K ﹤0.01%
2,724
-45,931
5084
$115K ﹤0.01%
15,289
+4,481
5085
$114K ﹤0.01%
13,976
+7,316
5086
$114K ﹤0.01%
2,206
-531
5087
$114K ﹤0.01%
1,420
-9,058
5088
$111K ﹤0.01%
3,378
+2,912
5089
$111K ﹤0.01%
122,293
+38,420
5090
$111K ﹤0.01%
70,300
+7,272
5091
$111K ﹤0.01%
4,286
-38
5092
$111K ﹤0.01%
45,200
+11,352
5093
$111K ﹤0.01%
4,185
+150
5094
$111K ﹤0.01%
25,221
+2,029
5095
$111K ﹤0.01%
3,052
-486
5096
$110K ﹤0.01%
309
-1,462
5097
$110K ﹤0.01%
6,650
-8,229
5098
$110K ﹤0.01%
2,990
-5,226
5099
$110K ﹤0.01%
5,781
-4,150
5100
$110K ﹤0.01%
5,468
+1,087
202 203
204
205 206