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
1051
$32.7M 0.01%
5,647,482
+1,920,512
1052
$32.7M 0.01%
1,035,351
+160,593
1053
$32.7M 0.01%
3,572,716
+196,871
1054
$32.6M 0.01%
3,848,487
+1,230
1055
$32.5M 0.01%
3,132,910
+30,216
1056
$32.5M 0.01%
1,403,625
+244,279
1057
$32.5M 0.01%
770,114
-178,303
1058
$32.4M 0.01%
753,145
-83,540
1059
$32.3M 0.01%
639,641
-33,371
1060
$32.3M 0.01%
970,669
+137,218
1061
$32.3M 0.01%
1,448,243
-52,398
1062
$32.2M 0.01%
1,514,259
-234,937
1063
$32.2M 0.01%
302,816
+38,645
1064
$32.1M 0.01%
6,174,006
+3,142,336
1065
$32.1M 0.01%
644,784
+270,132
1066
$32M 0.01%
1,075,225
-402,635
1067
$31.9M 0.01%
1,037,534
-184,057
1068
$31.8M 0.01%
1,647,293
-2,873
1069
$31.8M 0.01%
733,879
-40,167
1070
$31.8M 0.01%
1,714,899
+789,499
1071
$31.6M 0.01%
2,373,562
+727,024
1072
$31.6M 0.01%
1,538,735
+43,181
1073
$31.6M 0.01%
806,433
+410,543
1074
$31.5M 0.01%
1,328,235
+557,322
1075
$31.5M 0.01%
2,064,264
+113,033
41 42
43
44 45