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
5376
$56K ﹤0.01%
7,183
-68,161
5377
$56K ﹤0.01%
4,058
+1,588
5378
$55K ﹤0.01%
9,152
-289
5379
$55K ﹤0.01%
9,000
-11,958
5380
$55K ﹤0.01%
1,674
-37,745
5381
$55K ﹤0.01%
1,476
-226
5382
$55K ﹤0.01%
2,008
-5,599
5383
$55K ﹤0.01%
6,230
-10,411
5384
$55K ﹤0.01%
923
5385
$54K ﹤0.01%
8,730
+2,962
5386
$54K ﹤0.01%
248
-195
5387
$54K ﹤0.01%
4,829
-13,430
5388
$54K ﹤0.01%
144
+111
5389
$54K ﹤0.01%
108,850
-10,000
5390
$54K ﹤0.01%
840
-186
5391
$54K ﹤0.01%
190,325
+148,149
5392
$54K ﹤0.01%
10,349
+436
5393
$53K ﹤0.01%
3,414
-758
5394
$53K ﹤0.01%
11,174
-3,010
5395
$53K ﹤0.01%
668
-9
5396
$53K ﹤0.01%
2,329
+1,107
5397
$53K ﹤0.01%
24,350
+5,556
5398
$53K ﹤0.01%
201,350
-1,500
5399
$52K ﹤0.01%
4,000
-12,370
5400
$52K ﹤0.01%
2,325
-4,002
214 215
216
217 218