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
1326
$22.3M 0.01%
118,882
+29,783
1327
$22.3M 0.01%
560,211
+110,885
1328
$22.3M 0.01%
323,721
+211,376
1329
$22.2M 0.01%
630,714
+66,367
1330
$22.2M 0.01%
522,618
-181,326
1331
$22.1M 0.01%
228,369
+35,701
1332
$22.1M 0.01%
415,098
+78,049
1333
$22.1M 0.01%
235,670
+11,353
1334
$22M 0.01%
1,959,761
+1,442,946
1335
$22M 0.01%
18,635
-265
1336
$22M 0.01%
1,028,734
+60,676
1337
$22M 0.01%
643,868
+512,447
1338
$22M 0.01%
868,592
-16,702
1339
$22M 0.01%
662,232
+240,742
1340
$22M 0.01%
735,843
+365,774
1341
$22M 0.01%
777,554
+65,812
1342
$21.9M 0.01%
2,220,534
-19,190
1343
$21.9M 0.01%
418,544
-8,458
1344
$21.8M 0.01%
909,964
-1,170,163
1345
$21.8M 0.01%
313,825
-119,308
1346
$21.7M 0.01%
727,000
+198,837
1347
$21.7M 0.01%
327,155
+1,497
1348
$21.7M 0.01%
1,825,100
-1,060,757
1349
$21.7M 0.01%
533,266
-166,971
1350
$21.7M 0.01%
872,094
+224,282
52 53
54
55 56