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
1351
$21.6M 0.01%
1,971,533
-170,721
1352
$21.6M 0.01%
1,369,048
+71,877
1353
$21.6M 0.01%
1,267,868
+870,433
1354
$21.6M 0.01%
555,597
+209,270
1355
$21.5M 0.01%
4,127,984
+1,440,014
1356
$21.5M 0.01%
1,148,728
+404,189
1357
$21.5M 0.01%
2,663,998
-28,017
1358
$21.5M 0.01%
3,198,045
+1,745,399
1359
$21.4M 0.01%
830,070
+117,075
1360
$21.3M 0.01%
439,240
+270,026
1361
$21.3M 0.01%
1,610,032
+452,471
1362
$21.3M 0.01%
817,410
-1,926,846
1363
$21.3M 0.01%
994,065
+295,966
1364
$21.3M 0.01%
431,228
+162,810
1365
$21.3M 0.01%
480,857
+66,567
1366
$21.2M 0.01%
148,728
-58,420
1367
$21.2M 0.01%
1,895,315
+481,506
1368
$21.2M 0.01%
2,035,350
+1,606,568
1369
$21.2M 0.01%
1,914,395
+443,301
1370
$21.1M 0.01%
530,722
+366,877
1371
$21.1M 0.01%
1,906,941
+271,804
1372
$21.1M 0.01%
361,908
+140,142
1373
$21M 0.01%
1,181,638
+698,422
1374
$21M 0.01%
1,711,550
+554,656
1375
$21M 0.01%
379,856
+189,444
53 54
55
56 57