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
5126
$102K ﹤0.01%
9,620
-193
5127
$102K ﹤0.01%
4,700
-4,163
5128
$102K ﹤0.01%
12,208
-42,961
5129
$101K ﹤0.01%
3,121
-1,035
5130
$101K ﹤0.01%
487
+199
5131
$101K ﹤0.01%
4,895
+745
5132
$101K ﹤0.01%
4,956
+1,427
5133
$101K ﹤0.01%
982
-43
5134
$100K ﹤0.01%
7,019
-1,506
5135
$100K ﹤0.01%
3,163
+2,215
5136
$100K ﹤0.01%
7,800
-6,155
5137
$100K ﹤0.01%
1,764
+785
5138
$100K ﹤0.01%
28,119
+4,756
5139
$100K ﹤0.01%
23,652
+4,563
5140
$100K ﹤0.01%
8,086
-4,112
5141
$100K ﹤0.01%
6,807
+5,715
5142
$99K ﹤0.01%
30,970
5143
$98K ﹤0.01%
5,398
-5,491
5144
$98K ﹤0.01%
4,530
-78
5145
$98K ﹤0.01%
9,450
-7
5146
$98K ﹤0.01%
984
+130
5147
$98K ﹤0.01%
5,530
-1,241
5148
$98K ﹤0.01%
8,958
+7,457
5149
$98K ﹤0.01%
15,397
+8,147
5150
$97K ﹤0.01%
1,720
-1,709
204 205
206
207 208