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
1426
$19.7M 0.01%
200,535
+19,825
1427
$19.6M 0.01%
1,363,895
+122,286
1428
$19.6M 0.01%
864,172
-37,160
1429
$19.6M 0.01%
757,695
-371,385
1430
$19.6M 0.01%
661,801
+249,588
1431
$19.6M 0.01%
1,124,516
-132,627
1432
$19.5M 0.01%
1,551,137
-9,125
1433
$19.5M 0.01%
1,330,099
-294,546
1434
$19.5M 0.01%
215,336
+17,262
1435
$19.4M 0.01%
227,168
+50,442
1436
$19.4M 0.01%
2,950,843
+702,019
1437
$19.4M 0.01%
258,697
+232,596
1438
$19.3M 0.01%
462,580
+411,824
1439
$19.3M 0.01%
477,819
+10,941
1440
$19.3M 0.01%
776,328
+205,361
1441
$19.3M 0.01%
260,545
-20,820
1442
$19.2M 0.01%
396,715
+142,747
1443
$19.2M 0.01%
1,512,093
+616,860
1444
$19.2M 0.01%
1,078,273
+833,428
1445
$19.2M 0.01%
1,246,504
+146,063
1446
$19.2M 0.01%
112,393
+15,304
1447
$19.2M 0.01%
1,399,939
-165,522
1448
$19.2M 0.01%
819,860
+96,914
1449
$19.1M 0.01%
299,052
+35,004
1450
$19.1M 0.01%
2,153,343
-2,416,953
56 57
58
59 60