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
1226
$25.7M 0.01%
43,917
-56,890
1227
$25.7M 0.01%
2,354,597
-440,499
1228
$25.6M 0.01%
3,268,593
+103,230
1229
$25.5M 0.01%
450,908
+50,994
1230
$25.5M 0.01%
368,863
+339,681
1231
$25.5M 0.01%
1,495,214
+53,700
1232
$25.5M 0.01%
959,491
-105,303
1233
$25.4M 0.01%
1,188,232
+175,137
1234
$25.3M 0.01%
618,882
+144,804
1235
$25.3M 0.01%
481,949
-105,166
1236
$25.2M 0.01%
650,358
-91,697
1237
$25.2M 0.01%
1,006,689
+671,702
1238
$25.1M 0.01%
1,274,290
-116,871
1239
$25M 0.01%
519,560
+26,368
1240
$25M 0.01%
1,092,626
+225,046
1241
$24.9M 0.01%
1,775,637
-63,836
1242
$24.9M 0.01%
292,567
+76,560
1243
$24.9M 0.01%
557,236
+156,054
1244
$24.8M 0.01%
401,209
+36,250
1245
$24.8M 0.01%
331,278
-191,140
1246
$24.8M 0.01%
536,670
+26,835
1247
$24.7M 0.01%
317,774
-49,665
1248
$24.7M 0.01%
575,721
+373,789
1249
$24.7M 0.01%
736,855
+499,556
1250
$24.6M 0.01%
468,588
+186,591
48 49
50
51 52