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
1151
$27.9M 0.01%
874,038
-2,308,775
1152
$27.9M 0.01%
5,557,328
-607,693
1153
$27.9M 0.01%
5,019,330
+1,302,284
1154
$27.9M 0.01%
2,307,423
+1,112,112
1155
$27.7M 0.01%
715,153
+691,423
1156
$27.7M 0.01%
2,070,206
+431,649
1157
$27.7M 0.01%
412,638
+88,906
1158
$27.7M 0.01%
625,098
-264,150
1159
$27.7M 0.01%
673,796
+342,281
1160
$27.6M 0.01%
443,803
+32,747
1161
$27.6M 0.01%
1,126,087
+9,113
1162
$27.6M 0.01%
3,257,170
-234,202
1163
$27.6M 0.01%
707,305
-142,354
1164
$27.6M 0.01%
441,346
-2,479
1165
$27.6M 0.01%
466,966
-203,480
1166
$27.5M 0.01%
1,150,409
+543,055
1167
$27.5M 0.01%
612,896
+56,608
1168
$27.5M 0.01%
2,480,501
-1,206,142
1169
$27.4M 0.01%
672,745
+35,823
1170
$27.4M 0.01%
835,426
-8,542
1171
$27.4M 0.01%
3,376,916
+1,714,502
1172
$27.4M 0.01%
1,131,032
-2,517
1173
$27.3M 0.01%
335,574
+70,282
1174
$27.3M 0.01%
592,076
-43,055
1175
$27.2M 0.01%
801,135
+42,285
45 46
47
48 49