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
5326
$63K ﹤0.01%
2,303
+325
5327
$63K ﹤0.01%
3,477
-4,790
5328
$63K ﹤0.01%
10,522
-6,067
5329
$63K ﹤0.01%
5,568
-29,096
5330
$63K ﹤0.01%
950
+43
5331
$63K ﹤0.01%
1,300
5332
$62K ﹤0.01%
113,466
-1,200
5333
$62K ﹤0.01%
5,340
-18,347
5334
$62K ﹤0.01%
2,567
-26,160
5335
$62K ﹤0.01%
4,775
-8
5336
$62K ﹤0.01%
774
+499
5337
$62K ﹤0.01%
6,860
+6,006
5338
$62K ﹤0.01%
33,269
+3,571
5339
$62K ﹤0.01%
27,011
-1,640
5340
$61K ﹤0.01%
25,090
-710,928
5341
$61K ﹤0.01%
8,612
-36,267
5342
$61K ﹤0.01%
3,703
-20,040
5343
$61K ﹤0.01%
3,500
-7
5344
$60K ﹤0.01%
4,211
-1,000
5345
$60K ﹤0.01%
3,750
+2,397
5346
$60K ﹤0.01%
3,795
-8,305
5347
$60K ﹤0.01%
449
-2,526
5348
$60K ﹤0.01%
16,902
-12,341
5349
$60K ﹤0.01%
2,425
-409
5350
$60K ﹤0.01%
183
+108
212 213
214
215 216