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
1176
$27.1M 0.01%
1,316,745
+1,105,129
1177
$27.1M 0.01%
591,128
+295,795
1178
$27.1M 0.01%
1,039,363
+544,157
1179
$27M 0.01%
2,464,324
+223,260
1180
$27M 0.01%
1,371,622
+187,248
1181
$26.9M 0.01%
716,607
-170,650
1182
$26.9M 0.01%
3,469,346
-60,532
1183
$26.8M 0.01%
1,230,632
+443,595
1184
$26.8M 0.01%
463,026
-139,004
1185
$26.8M 0.01%
481,595
-128,173
1186
$26.7M 0.01%
880,290
-173,940
1187
$26.7M 0.01%
722,173
+169,337
1188
$26.7M 0.01%
215,202
-106,845
1189
$26.7M 0.01%
1,933,360
+1,510,284
1190
$26.6M 0.01%
571,330
-186,391
1191
$26.6M 0.01%
1,015,688
-92,135
1192
$26.6M 0.01%
826,497
+797,327
1193
$26.6M 0.01%
1,199,695
+176,698
1194
$26.6M 0.01%
647,181
-440,286
1195
$26.6M 0.01%
349,397
+118,220
1196
$26.6M 0.01%
767,727
-1,499,232
1197
$26.5M 0.01%
470,920
+114,100
1198
$26.5M 0.01%
988,443
+39,517
1199
$26.5M 0.01%
280,809
+169,593
1200
$26.4M 0.01%
1,234,661
-310,360
46 47
48
49 50