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
5226
$82K ﹤0.01%
27,767
+27,234
5227
$82K ﹤0.01%
4,052
+3,102
5228
$81K ﹤0.01%
2,719
-17,194
5229
$81K ﹤0.01%
233
-23
5230
$81K ﹤0.01%
32,897
-131,261
5231
$81K ﹤0.01%
4,717
+547
5232
$81K ﹤0.01%
3,592
-2,133
5233
$80K ﹤0.01%
6,000
-46,669
5234
$80K ﹤0.01%
887
+710
5235
$80K ﹤0.01%
4,974
-705
5236
$80K ﹤0.01%
15,797
-3,022
5237
$80K ﹤0.01%
2,143
-2,441
5238
$80K ﹤0.01%
1,824
-187
5239
$79K ﹤0.01%
9,129
-33,641
5240
$79K ﹤0.01%
11,522
-11,991
5241
$79K ﹤0.01%
4,323
-2,827
5242
$78K ﹤0.01%
2,822
-41,492
5243
$78K ﹤0.01%
3,787
+1,958
5244
$78K ﹤0.01%
4,400
+2,695
5245
$78K ﹤0.01%
8,631
-837
5246
$78K ﹤0.01%
17,559
-508,270
5247
$78K ﹤0.01%
1,721
+656
5248
$78K ﹤0.01%
4,396
+272
5249
$78K ﹤0.01%
13,750
5250
$77K ﹤0.01%
4,200
+1,513
208 209
210
211 212