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
801
$49M 0.02%
638,565
+457,161
802
$49M 0.02%
514,834
+36,101
803
$48.9M 0.02%
3,409,300
-1,296,252
804
$48.8M 0.02%
38,237
+7,641
805
$48.8M 0.02%
294,661
+34,594
806
$48.7M 0.02%
1,670,499
-724,702
807
$48.6M 0.02%
875,104
-203,778
808
$48.2M 0.02%
1,319,629
+806,577
809
$48.2M 0.02%
805,066
+37,102
810
$48.1M 0.02%
514,200
+155,616
811
$48M 0.02%
1,279,562
+639,600
812
$48M 0.02%
1,939,130
+1,133,106
813
$47.9M 0.02%
639,758
-202,303
814
$47.8M 0.02%
1,381,407
+199,534
815
$47.7M 0.02%
484,570
+1,705
816
$47.4M 0.02%
1,347,809
+305,255
817
$47.3M 0.02%
1,024,649
-545,301
818
$47.1M 0.02%
1,366,587
+1,260,100
819
$47.1M 0.02%
830,532
+114,148
820
$46.9M 0.02%
1,800,693
-285,545
821
$46.9M 0.02%
1,832,240
+2,136
822
$46.8M 0.02%
2,002,331
-134,793
823
$46.7M 0.02%
2,499,279
-250,805
824
$46.7M 0.02%
2,842,591
+126,020
825
$46.6M 0.02%
4,631,229
-7,417,149
31 32
33
34 35