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
1401
$20.4M 0.01%
316,480
+182,790
1402
$20.3M 0.01%
1,722,498
+81,038
1403
$20.3M 0.01%
1,287,534
-1,061,510
1404
$20.3M 0.01%
826,772
-973,112
1405
$20.2M 0.01%
470,698
-152,125
1406
$20.2M 0.01%
215,198
+190,906
1407
$20.2M 0.01%
829,430
+53,431
1408
$20.2M 0.01%
1,473,342
+1,274,449
1409
$20.2M 0.01%
436,092
+96,293
1410
$20.1M 0.01%
1,174,230
+91,644
1411
$20.1M 0.01%
220,061
+154,575
1412
$20.1M 0.01%
760,778
-112,887
1413
$20M 0.01%
137,778
-31,875
1414
$20M 0.01%
380,869
+219,849
1415
$20M 0.01%
665,701
-95,849
1416
$20M 0.01%
482,760
-98,857
1417
$20M 0.01%
465,519
+72,254
1418
$19.9M 0.01%
916,074
+147,630
1419
$19.9M 0.01%
494,407
+248,991
1420
$19.8M 0.01%
798,074
-47,847
1421
$19.8M 0.01%
1,442,197
-1,058,866
1422
$19.7M 0.01%
960,879
-14,331
1423
$19.7M 0.01%
1,126,936
+713,642
1424
$19.7M 0.01%
247,580
+227,371
1425
$19.7M 0.01%
393,771
-26,952
55 56
57
58 59