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
1001
$35.3M 0.01%
2,881,579
+2,092,250
1002
$35.3M 0.01%
3,268,043
-193,071
1003
$35.3M 0.01%
493,212
+164,287
1004
$35.3M 0.01%
3,488,064
-213,555
1005
$35.2M 0.01%
1,472,524
-1,313,654
1006
$35.2M 0.01%
1,747,172
-287,305
1007
$35.1M 0.01%
774,560
-40,857
1008
$35M 0.01%
2,153,740
+2,003,547
1009
$35M 0.01%
487,285
+119,270
1010
$34.9M 0.01%
404,112
-120,335
1011
$34.9M 0.01%
590,748
+87,151
1012
$34.9M 0.01%
6,186,711
+673,388
1013
$34.8M 0.01%
95,443
+64,020
1014
$34.8M 0.01%
2,107,999
+4,274
1015
$34.8M 0.01%
1,276,023
+514,595
1016
$34.7M 0.01%
342,993
+129,336
1017
$34.6M 0.01%
1,413,685
+97,411
1018
$34.6M 0.01%
1,888,040
-732,375
1019
$34.6M 0.01%
445,438
-522,610
1020
$34.5M 0.01%
146,906
+27,934
1021
$34.5M 0.01%
299,536
+56,150
1022
$34.5M 0.01%
2,492,323
+2,480,166
1023
$34.5M 0.01%
563,907
+472,370
1024
$34.4M 0.01%
2,037,520
+241,684
1025
$34.2M 0.01%
1,231,834
-152,636
39 40
41
42 43