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
376
$149M 0.05%
5,263,591
-508,328
377
$149M 0.05%
3,556,676
-558,808
378
$149M 0.05%
1,582,532
+994,804
379
$149M 0.05%
15,599,422
+431,788
380
$148M 0.05%
1,215,221
+113,440
381
$148M 0.05%
1,923,114
-537,445
382
$148M 0.05%
5,065,840
-1,249,609
383
$147M 0.05%
2,790,649
+163,347
384
$147M 0.05%
7,237,107
+4,853,273
385
$147M 0.05%
1,984,803
-23,852
386
$147M 0.05%
2,734,283
+643,505
387
$146M 0.05%
3,474,041
-509,191
388
$146M 0.05%
24,845,735
+477,913
389
$146M 0.05%
1,870,478
+174,487
390
$145M 0.05%
1,794,158
-658,079
391
$145M 0.05%
+5,639,698
392
$144M 0.05%
1,043,475
+16,123
393
$144M 0.05%
3,128,016
+1,881,761
394
$144M 0.05%
1,161,196
-41,822
395
$144M 0.05%
6,732,281
-238,520
396
$143M 0.05%
2,551,214
+2,050,619
397
$142M 0.05%
4,217,138
+872,857
398
$142M 0.05%
11,544,889
+285,555
399
$142M 0.05%
2,136,752
-24,102
400
$141M 0.05%
1,325,866
+198,684
14 15
16
17 18