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
2276
$6.86M ﹤0.01%
1,115,585
-1,532,800
2277
$6.85M ﹤0.01%
493,802
+155,569
2278
$6.84M ﹤0.01%
525,909
+495,236
2279
$6.84M ﹤0.01%
288,675
+13,933
2280
$6.84M ﹤0.01%
60,894
+33,746
2281
$6.83M ﹤0.01%
31,998
-1,916
2282
$6.83M ﹤0.01%
145,916
-89,067
2283
$6.82M ﹤0.01%
252,581
+5,472
2284
$6.79M ﹤0.01%
1,123,164
+3,372
2285
$6.79M ﹤0.01%
365,474
+28,980
2286
$6.79M ﹤0.01%
114,058
-19,013
2287
$6.79M ﹤0.01%
583,776
-154,423
2288
$6.78M ﹤0.01%
398,044
-653
2289
$6.78M ﹤0.01%
726,770
-30,932
2290
$6.78M ﹤0.01%
622,224
-21,382
2291
$6.77M ﹤0.01%
116,502
-91,706
2292
$6.76M ﹤0.01%
167,408
-56,225
2293
$6.76M ﹤0.01%
537,159
+169,955
2294
$6.75M ﹤0.01%
233,854
+102,840
2295
$6.74M ﹤0.01%
270,509
+48,386
2296
$6.74M ﹤0.01%
193,559
-872,592
2297
$6.72M ﹤0.01%
402,152
+23,124
2298
$6.7M ﹤0.01%
239,027
-52,541
2299
$6.7M ﹤0.01%
152,810
-32,755
2300
$6.69M ﹤0.01%
+295,407
90 91
92
93 94