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
5426
$48K ﹤0.01%
10,891
-47,190
5427
$48K ﹤0.01%
16,794
-163,431
5428
$48K ﹤0.01%
8,723
-37,578
5429
$48K ﹤0.01%
4,412
-264
5430
$48K ﹤0.01%
29,524
+21,963
5431
$48K ﹤0.01%
8,191
-104,168
5432
$48K ﹤0.01%
2,065
+100
5433
$47K ﹤0.01%
1
-3
5434
$47K ﹤0.01%
1,752
5435
$47K ﹤0.01%
42,448
+3,909
5436
$47K ﹤0.01%
2,555
5437
$46K ﹤0.01%
11,261
+316
5438
$46K ﹤0.01%
1,652
-376
5439
$45K ﹤0.01%
7,101
+4,382
5440
$45K ﹤0.01%
49
-12
5441
$45K ﹤0.01%
6,158
-1,225
5442
$45K ﹤0.01%
1,580
-2,363
5443
$45K ﹤0.01%
1,817
+38
5444
$45K ﹤0.01%
1,533
+642
5445
$44K ﹤0.01%
6,345
-2,402
5446
$44K ﹤0.01%
38,808
-55,037
5447
$44K ﹤0.01%
1,914
-100,442
5448
$43K ﹤0.01%
2,817
-411
5449
$43K ﹤0.01%
9,312
-2,640
5450
$43K ﹤0.01%
4,100
-18,120
216 217
218
219 220