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
601
$74.5M 0.03%
1,425,656
-56,927
602
$74.5M 0.03%
2,424,082
-13,925
603
$74.2M 0.03%
4,463,608
+1,379,729
604
$73.9M 0.03%
880,325
+148,390
605
$73.8M 0.03%
1,607,599
-346,106
606
$73.8M 0.03%
2,606,749
-517,885
607
$73.8M 0.03%
11,128,662
+5,905,642
608
$72.9M 0.03%
2,172,752
+847,884
609
$72.8M 0.03%
3,135,066
+234,832
610
$72.7M 0.03%
477,153
+37,427
611
$72.7M 0.03%
2,035,283
+1,609,871
612
$72.6M 0.03%
595,480
+51,545
613
$72.6M 0.03%
4,467,645
+1,782,389
614
$72.5M 0.03%
946,018
-5,603
615
$72.5M 0.03%
1,413,292
+361,911
616
$72M 0.03%
1,554,346
+406,171
617
$71.8M 0.03%
2,015,750
+75,331
618
$71.8M 0.03%
4,839,264
+624,008
619
$71.3M 0.03%
7,839,130
+6,944,038
620
$71.2M 0.03%
9,435,494
+79,712
621
$71.1M 0.03%
5,669,198
-483,572
622
$71M 0.03%
1,386,115
-52,010
623
$70.9M 0.03%
1,400,890
-278,937
624
$70.8M 0.03%
1,526,273
-389,904
625
$70.7M 0.03%
4,260,534
-19,983
23 24
25
26 27