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
5351
$60K ﹤0.01%
20,000
+18,995
5352
$60K ﹤0.01%
956
-287
5353
$60K ﹤0.01%
14,797
+1,312
5354
$59K ﹤0.01%
7,407
-851
5355
$59K ﹤0.01%
44,173
-3,038
5356
$59K ﹤0.01%
93,587
-1,690
5357
$59K ﹤0.01%
9,206
-6,800
5358
$58K ﹤0.01%
2,272
5359
$58K ﹤0.01%
+11
5360
$58K ﹤0.01%
501
-3,428
5361
$58K ﹤0.01%
24,680
-10,160
5362
$58K ﹤0.01%
191,090
+21,500
5363
$58K ﹤0.01%
+17,352
5364
$57K ﹤0.01%
+2,500
5365
$57K ﹤0.01%
10,050
-284
5366
$57K ﹤0.01%
3,446
5367
$57K ﹤0.01%
3,520
5368
$57K ﹤0.01%
1,067
-1,368
5369
$57K ﹤0.01%
10,699
+192
5370
$57K ﹤0.01%
5,830
+5,110
5371
$56K ﹤0.01%
11,246
+4,511
5372
$56K ﹤0.01%
25
-2
5373
$56K ﹤0.01%
1,084
-547
5374
$56K ﹤0.01%
2,795
-1,040
5375
$56K ﹤0.01%
28,485
+19,766
213 214
215
216 217