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
5101
$109K ﹤0.01%
4,530
+1,855
5102
$109K ﹤0.01%
+4,249
5103
$109K ﹤0.01%
14,078
+4,243
5104
$108K ﹤0.01%
5,636
+1,102
5105
$108K ﹤0.01%
7
-1
5106
$108K ﹤0.01%
6,785
5107
$108K ﹤0.01%
6,923
5108
$108K ﹤0.01%
4,511
5109
– –
0
5110
$107K ﹤0.01%
1,045
-739
5111
$107K ﹤0.01%
30,745
+30,012
5112
$107K ﹤0.01%
4,500
+1,539
5113
$107K ﹤0.01%
32,520
-314
5114
$106K ﹤0.01%
15,228
-4,157
5115
$105K ﹤0.01%
7,098
-215,862
5116
$105K ﹤0.01%
3,012
-72,893
5117
$105K ﹤0.01%
4,621
5118
$105K ﹤0.01%
1,575
5119
$104K ﹤0.01%
25,366
+10,107
5120
$104K ﹤0.01%
8,515
-13,391
5121
$104K ﹤0.01%
1,214
-1,568
5122
$104K ﹤0.01%
47,670
+8,719
5123
$103K ﹤0.01%
9,155
-2,149
5124
$103K ﹤0.01%
6,366
-693,382
5125
$102K ﹤0.01%
11,760
-9,960
203 204
205
206 207