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
5251
$77K ﹤0.01%
7,750
-2,955
5252
$77K ﹤0.01%
9,123
-972
5253
$77K ﹤0.01%
4,549
-1,270
5254
$77K ﹤0.01%
12,910
+12,693
5255
$77K ﹤0.01%
5,799
-50,846
5256
$77K ﹤0.01%
51,501
-223,233
5257
$76K ﹤0.01%
7,060
-3,027
5258
$76K ﹤0.01%
15,778
-267
5259
$76K ﹤0.01%
5,454
-22,284
5260
$76K ﹤0.01%
4,391
-109
5261
$76K ﹤0.01%
3,323
-846
5262
$75K ﹤0.01%
16,014
-12
5263
$75K ﹤0.01%
11,553
+2,087
5264
$75K ﹤0.01%
9,233
-275,869
5265
$75K ﹤0.01%
2,518
-5,939
5266
$75K ﹤0.01%
6,432
+2,204
5267
$75K ﹤0.01%
920
+363
5268
$75K ﹤0.01%
2,000
5269
$74K ﹤0.01%
2,949
+553
5270
$74K ﹤0.01%
2,261
5271
$74K ﹤0.01%
561
-30
5272
$73K ﹤0.01%
4,262
+62
5273
$73K ﹤0.01%
8,987
-3,916
5274
$73K ﹤0.01%
2,455
-1,762
5275
$73K ﹤0.01%
7,643
-1,848
209 210
211
212 213