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
1126
$28.7M 0.01%
5,131,777
-234,290
1127
$28.7M 0.01%
3,658,280
-914,114
1128
$28.7M 0.01%
429,511
+4,566
1129
$28.7M 0.01%
930,896
+89,783
1130
$28.7M 0.01%
802,810
+198,637
1131
$28.6M 0.01%
1,560,181
-94,673
1132
$28.6M 0.01%
3,195,270
+766,881
1133
$28.6M 0.01%
1,269,592
-601,476
1134
$28.5M 0.01%
558,055
-34,297
1135
$28.5M 0.01%
605,204
+42,181
1136
$28.4M 0.01%
615,818
-306,462
1137
$28.4M 0.01%
484,455
-47,839
1138
$28.4M 0.01%
1,626,850
-100,257
1139
$28.3M 0.01%
3,442,187
-143,236
1140
$28.3M 0.01%
523,221
-103,333
1141
$28.3M 0.01%
35,680
-27,919
1142
$28.2M 0.01%
1,910,910
-301,830
1143
$28.2M 0.01%
615,305
-83,286
1144
$28.2M 0.01%
588,479
+486,765
1145
$28.2M 0.01%
174,224
+18,052
1146
$28.1M 0.01%
1,596,316
+1,404,948
1147
$28.1M 0.01%
6,722,049
-648,718
1148
$28.1M 0.01%
369,854
+31,111
1149
$27.9M 0.01%
1,513,146
+437,838
1150
$27.9M 0.01%
1,326,051
+180,761
44 45
46
47 48