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
5301
$68K ﹤0.01%
1,800
-4,304
5302
$68K ﹤0.01%
6,846
-78,549
5303
$67K ﹤0.01%
8,194
-1,437
5304
$67K ﹤0.01%
4,197
+3,868
5305
$67K ﹤0.01%
10,921
+4,325
5306
$67K ﹤0.01%
6,850
-2,000
5307
$67K ﹤0.01%
24,596
+12,642
5308
$67K ﹤0.01%
3,752
+3,175
5309
$67K ﹤0.01%
4,626
+50
5310
$66K ﹤0.01%
4,683
+4,674
5311
$66K ﹤0.01%
995
+44
5312
$66K ﹤0.01%
31,976
+23,589
5313
$66K ﹤0.01%
2,900
-27,544
5314
$66K ﹤0.01%
5,089
-60,751
5315
$66K ﹤0.01%
10,625
+7,288
5316
$65K ﹤0.01%
4,823
-14,835
5317
$65K ﹤0.01%
13,690
-233
5318
$65K ﹤0.01%
8,018
-850
5319
$65K ﹤0.01%
3,865
-12,608
5320
$65K ﹤0.01%
6,342
-31,186
5321
$65K ﹤0.01%
989
+144
5322
$65K ﹤0.01%
10,200
-1,811
5323
$64K ﹤0.01%
258
-17
5324
$64K ﹤0.01%
11,480
-3,275
5325
$64K ﹤0.01%
2,000
-100
211 212
213
214 215