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
826
$46.6M 0.02%
2,347,250
+1,302,360
827
$46.5M 0.02%
1,315,062
-132,627
828
$46.5M 0.02%
3,936,699
+505,423
829
$46.3M 0.02%
186,807
+58,949
830
$46.3M 0.02%
801,453
+233,734
831
$46.2M 0.02%
2,533,345
+1,282,785
832
$46M 0.02%
3,225,500
+531,013
833
$46M 0.02%
1,205,024
+1,034,397
834
$45.9M 0.02%
1,754,917
+115,641
835
$45.9M 0.02%
4,917,815
-449,053
836
$45.9M 0.02%
1,809,053
+250,137
837
$45.8M 0.02%
470,333
+460,186
838
$45.7M 0.02%
117,977
+26,412
839
$45.7M 0.02%
3,049,281
+585,792
840
$45.6M 0.02%
10,642,521
-20,787,603
841
$45.6M 0.02%
7,931,262
-719,984
842
$45.6M 0.02%
3,872,598
-387,913
843
$45.2M 0.02%
2,000,148
-237,606
844
$45.1M 0.02%
1,187,475
-29,709
845
$44.9M 0.02%
2,547,756
-2,172,480
846
$44.8M 0.02%
1,068,945
+863,217
847
$44.7M 0.02%
2,354,850
+184,814
848
$44.6M 0.02%
2,313,775
+9,294
849
$44.5M 0.02%
2,847,369
-302,599
850
$44.5M 0.02%
1,425,406
-60,874
32 33
34
35 36