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
426
$128M 0.05%
3,363,102
+2,913,508
427
$128M 0.05%
3,184,869
-15,626
428
$128M 0.05%
1,585,846
+523,515
429
$127M 0.05%
3,490,059
-325,329
430
$127M 0.05%
4,359,285
+182,912
431
$127M 0.05%
1,884,988
+169,678
432
$126M 0.05%
4,695,217
+330,489
433
$126M 0.05%
1,953,969
+282,090
434
$125M 0.05%
2,800,507
+1,474,836
435
$125M 0.05%
3,828,062
+3,423,795
436
$125M 0.05%
4,049,338
+149,323
437
$124M 0.04%
1,592,079
-252,820
438
$124M 0.04%
4,780,355
+2,169,371
439
$124M 0.04%
5,382,802
-812,443
440
$123M 0.04%
3,237,612
+683,199
441
$123M 0.04%
6,058,786
+1,046,834
442
$122M 0.04%
2,831,483
+1,883,106
443
$122M 0.04%
4,183,414
-1,091,554
444
$122M 0.04%
7,359,316
+111,972
445
$120M 0.04%
3,206,775
-466,418
446
$120M 0.04%
2,241,671
-16,346
447
$120M 0.04%
836,507
-304,430
448
$120M 0.04%
4,254,207
-773,463
449
$119M 0.04%
2,314,075
+137,089
450
$119M 0.04%
787,452
+517,985
16 17
18
19 20