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
1376
$21M 0.01%
459,340
+326,628
1377
$21M 0.01%
698,740
+622
1378
$20.9M 0.01%
1,555,288
+273,506
1379
$20.9M 0.01%
421,744
+188,741
1380
$20.8M 0.01%
678,959
+455,638
1381
$20.8M 0.01%
486,613
+192,781
1382
$20.8M 0.01%
195,790
-8,308
1383
$20.7M 0.01%
1,243,246
-389,302
1384
$20.7M 0.01%
685,250
+129,065
1385
$20.7M 0.01%
676,970
+51,775
1386
$20.7M 0.01%
937,919
+323,133
1387
$20.6M 0.01%
1,454,292
+145,814
1388
$20.6M 0.01%
306,465
-398,765
1389
$20.6M 0.01%
776,440
+189,583
1390
$20.5M 0.01%
1,748,665
+283,305
1391
$20.5M 0.01%
1,597,119
-9,547
1392
$20.5M 0.01%
455,387
+112,622
1393
$20.5M 0.01%
1,366,248
+18,628
1394
$20.5M 0.01%
59,827
-1,413
1395
$20.5M 0.01%
293,367
-62,381
1396
$20.5M 0.01%
406,278
-168,420
1397
$20.5M 0.01%
551,340
+42,647
1398
$20.4M 0.01%
1,047,521
-7,731
1399
$20.4M 0.01%
404,044
+13,006
1400
$20.4M 0.01%
831,430
+2,387
54 55
56
57 58