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
2351
$6.27M ﹤0.01%
483,572
+38,025
2352
$6.25M ﹤0.01%
77,801
+6,566
2353
$6.24M ﹤0.01%
240,704
+4,163
2354
$6.24M ﹤0.01%
58,877
-27,462
2355
$6.24M ﹤0.01%
482,579
+164,383
2356
$6.24M ﹤0.01%
453,886
+202,655
2357
$6.23M ﹤0.01%
353,588
-304,883
2358
$6.22M ﹤0.01%
571,005
+39,628
2359
$6.21M ﹤0.01%
226,922
-88,047
2360
$6.2M ﹤0.01%
173,060
-32,572
2361
$6.2M ﹤0.01%
87,531
-18,439
2362
$6.19M ﹤0.01%
153,651
+33,592
2363
$6.17M ﹤0.01%
90,821
-14,149
2364
$6.17M ﹤0.01%
+596,757
2365
$6.15M ﹤0.01%
139,864
+72,005
2366
$6.14M ﹤0.01%
229,126
+31,721
2367
$6.13M ﹤0.01%
94,844
-124,463
2368
$6.13M ﹤0.01%
390,443
-213,309
2369
$6.13M ﹤0.01%
957,170
-467,852
2370
$6.12M ﹤0.01%
211,321
+50,636
2371
$6.11M ﹤0.01%
12,116
+428
2372
$6.11M ﹤0.01%
466,598
+358,974
2373
$6.11M ﹤0.01%
227,831
+1,182
2374
$6.1M ﹤0.01%
121,773
+53,250
2375
$6.1M ﹤0.01%
160,649
-85,215
93 94
95
96 97