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
1251
$24.6M 0.01%
2,002,870
+178,039
1252
$24.4M 0.01%
444,852
-85,625
1253
$24.4M 0.01%
1,910,565
-1,411,765
1254
$24.3M 0.01%
306,890
+207,026
1255
$24.3M 0.01%
2,812,721
+187,101
1256
$24.3M 0.01%
997,511
+250,995
1257
$24.3M 0.01%
505,664
+267,119
1258
$24.3M 0.01%
386,271
+143,243
1259
$24.3M 0.01%
+1,148,190
1260
$24.2M 0.01%
2,003,083
+1,335,825
1261
$24.2M 0.01%
5,192,193
+2,226,217
1262
$24.2M 0.01%
1,338,850
+57,201
1263
$24.2M 0.01%
1,070,619
+535,038
1264
$24.2M 0.01%
693,614
-562,887
1265
$24M 0.01%
1,775,761
+464,603
1266
$24M 0.01%
888,422
+379,415
1267
$24M 0.01%
1,863,236
-48,257
1268
$24M 0.01%
911,418
-124,971
1269
$24M 0.01%
142,635
-140,729
1270
$23.9M 0.01%
532,766
+211,441
1271
$23.9M 0.01%
2,531,853
+952,492
1272
$23.8M 0.01%
600,633
+60,085
1273
$23.8M 0.01%
1,224,275
-54,250
1274
$23.8M 0.01%
1,332,487
+371,929
1275
$23.8M 0.01%
554,277
-163,114
49 50
51
52 53