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
5401
$52K ﹤0.01%
607
-176
5402
$51K ﹤0.01%
227
+23
5403
$51K ﹤0.01%
2,079
+136
5404
$51K ﹤0.01%
591
-135
5405
$51K ﹤0.01%
153
+88
5406
$51K ﹤0.01%
25,153
-6,128
5407
$51K ﹤0.01%
6,113
-6,804
5408
$51K ﹤0.01%
3,172
+595
5409
$51K ﹤0.01%
39,923
-3,872
5410
$51K ﹤0.01%
+3,400
5411
$50K ﹤0.01%
1,591
+849
5412
$50K ﹤0.01%
4,994
+3,594
5413
$50K ﹤0.01%
11,400
+11,378
5414
$50K ﹤0.01%
3,720
+2,400
5415
$50K ﹤0.01%
1,638
+268
5416
$50K ﹤0.01%
45,748
+4,110
5417
$50K ﹤0.01%
5,918
-4,799
5418
– –
0
5419
$50K ﹤0.01%
2,909
-87,939
5420
$49K ﹤0.01%
39,357
+15,150
5421
$49K ﹤0.01%
2,646
-7,586
5422
– –
0
5423
$49K ﹤0.01%
2,158
-542
5424
$49K ﹤0.01%
41,701
-40,785
5425
$49K ﹤0.01%
1,260
+240
215 216
217
218 219