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
5451
$43K ﹤0.01%
6,843
+577
5452
$43K ﹤0.01%
1,816
5453
$43K ﹤0.01%
7,548
5454
$42K ﹤0.01%
2,203
-697
5455
$42K ﹤0.01%
2,195
+125
5456
$42K ﹤0.01%
624
+170
5457
$42K ﹤0.01%
3,750
+555
5458
$42K ﹤0.01%
2,416
-12,537
5459
$42K ﹤0.01%
905
+414
5460
$42K ﹤0.01%
7,441
+1,240
5461
$42K ﹤0.01%
4,500
-13
5462
$41K ﹤0.01%
12,486
+9,156
5463
$41K ﹤0.01%
1,455
-4,109
5464
$41K ﹤0.01%
2,028
-964
5465
$41K ﹤0.01%
10,600
+3,100
5466
$41K ﹤0.01%
6,164
-100
5467
$41K ﹤0.01%
403
-29,802
5468
$41K ﹤0.01%
4,073
-2,252
5469
$41K ﹤0.01%
4,820
-859
5470
$41K ﹤0.01%
8,014
-59,640
5471
$41K ﹤0.01%
+325
5472
$41K ﹤0.01%
4,510
+4,509
5473
$40K ﹤0.01%
38
+28
5474
$40K ﹤0.01%
7,107
+3,107
5475
$40K ﹤0.01%
1,640
-5,197
217 218
219
220 221