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
2226
$7.2M ﹤0.01%
127,156
+9,163
2227
$7.19M ﹤0.01%
210,674
+48,745
2228
$7.19M ﹤0.01%
469,535
-539,205
2229
$7.18M ﹤0.01%
851,281
+846,005
2230
$7.17M ﹤0.01%
624,562
+42,941
2231
$7.15M ﹤0.01%
384,709
+99,832
2232
$7.14M ﹤0.01%
69,807
-121,856
2233
$7.13M ﹤0.01%
450,942
-6,843
2234
$7.11M ﹤0.01%
231,454
+58,546
2235
$7.1M ﹤0.01%
102,916
-28,219
2236
$7.1M ﹤0.01%
171,520
-11,515
2237
$7.09M ﹤0.01%
730,402
+4,835
2238
$7.08M ﹤0.01%
246,046
+133,411
2239
$7.08M ﹤0.01%
581,836
+156,180
2240
$7.07M ﹤0.01%
575,492
+36,299
2241
$7.07M ﹤0.01%
126,178
-14
2242
$7.06M ﹤0.01%
162,974
+30,386
2243
$7.06M ﹤0.01%
150,835
+28,887
2244
$7.04M ﹤0.01%
126,452
-18,510
2245
$7.03M ﹤0.01%
364,986
+38,109
2246
$7.03M ﹤0.01%
35,028
-958
2247
$7.02M ﹤0.01%
2,762,698
+1,976,407
2248
$7M ﹤0.01%
281,459
+20,481
2249
$6.99M ﹤0.01%
139,873
-16,466
2250
$6.98M ﹤0.01%
360,443
+60,874
88 89
90
91 92