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
1276
$23.8M 0.01%
983,445
+385,682
1277
$23.8M 0.01%
389,888
+9,202
1278
$23.8M 0.01%
616,006
+311,564
1279
$23.7M 0.01%
222,522
-252,126
1280
$23.7M 0.01%
220,829
+42,138
1281
$23.7M 0.01%
521,630
-104,898
1282
$23.6M 0.01%
529,774
+232,596
1283
$23.6M 0.01%
274,337
-201,828
1284
$23.5M 0.01%
282,073
-213,308
1285
$23.5M 0.01%
464,083
-82,449
1286
$23.5M 0.01%
1,391,384
-439,100
1287
$23.4M 0.01%
1,163,784
+281,842
1288
$23.4M 0.01%
316,084
+14,192
1289
$23.4M 0.01%
190,059
+111,513
1290
$23.4M 0.01%
454,328
-74,254
1291
$23.4M 0.01%
820,169
+665,718
1292
$23.3M 0.01%
975,575
+589,567
1293
$23.3M 0.01%
1,332,380
-2,920,240
1294
$23.3M 0.01%
845,484
+29,167
1295
$23.3M 0.01%
301,943
-30,239
1296
$23.2M 0.01%
1,161,109
+12,238
1297
$23.2M 0.01%
358,007
+288,227
1298
$23.1M 0.01%
463,680
+333,448
1299
$23.1M 0.01%
510,996
+95,906
1300
$23M 0.01%
2,099,557
-256,856
50 51
52
53 54