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
5151
$97K ﹤0.01%
10,200
-10,657
5152
$97K ﹤0.01%
7,277
-2,562
5153
$97K ﹤0.01%
6,742
-322
5154
$96K ﹤0.01%
3,042
-152
5155
$96K ﹤0.01%
14,559
+9,823
5156
$96K ﹤0.01%
177,858
-74,177
5157
$95K ﹤0.01%
11,295
-7,216
5158
$95K ﹤0.01%
1,512
+991
5159
$94K ﹤0.01%
24,781
+4,519
5160
$94K ﹤0.01%
7,815
+1,384
5161
$94K ﹤0.01%
2,859
-452
5162
$94K ﹤0.01%
7,048
5163
$93K ﹤0.01%
2,379
+208
5164
$93K ﹤0.01%
4,155
-13,436
5165
$93K ﹤0.01%
5,762
+3,962
5166
$93K ﹤0.01%
4,257
+1,465
5167
$92K ﹤0.01%
28,741
+27,193
5168
$92K ﹤0.01%
5,142
-68,149
5169
$92K ﹤0.01%
1,432
+680
5170
$92K ﹤0.01%
4,078
-14,638
5171
$92K ﹤0.01%
8,678
-1,429
5172
$92K ﹤0.01%
5,940
+656
5173
$92K ﹤0.01%
61,620
-7,044
5174
$92K ﹤0.01%
14,339
-432
5175
$91K ﹤0.01%
2,495
-7,000
205 206
207
208 209