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
5701
$20K ﹤0.01%
2,400
-5,498
5702
$20K ﹤0.01%
81
-162
5703
$20K ﹤0.01%
2,346
-3,792
5704
$20K ﹤0.01%
2,227
+593
5705
$20K ﹤0.01%
932
+930
5706
$20K ﹤0.01%
2,118
-1,361
5707
$20K ﹤0.01%
200
5708
$20K ﹤0.01%
225
-94
5709
$20K ﹤0.01%
2,000
+792
5710
$20K ﹤0.01%
400
5711
$20K ﹤0.01%
3,931
-914
5712
$20K ﹤0.01%
2,481
-39,927
5713
$20K ﹤0.01%
10,200
+1,660
5714
$20K ﹤0.01%
1,315
-1,247
5715
$20K ﹤0.01%
2,099
-5
5716
$20K ﹤0.01%
175
5717
$19K ﹤0.01%
1,006
-32,849
5718
$19K ﹤0.01%
783
-5
5719
$19K ﹤0.01%
2,091
-5
5720
$19K ﹤0.01%
1,500
5721
$19K ﹤0.01%
+4,580
5722
$19K ﹤0.01%
16,986
-1,570
5723
$19K ﹤0.01%
600
5724
$19K ﹤0.01%
93
-2
5725
$19K ﹤0.01%
+770
227 228
229
230 231