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
1451
$19.1M 0.01%
210,662
+62,706
1452
$19M 0.01%
1,501,200
-279,207
1453
$19M 0.01%
780,730
-36,460
1454
$18.9M 0.01%
452,594
-8,396
1455
$18.9M 0.01%
831,915
-357,223
1456
$18.9M 0.01%
194,413
+117,878
1457
$18.8M 0.01%
2,395,036
-40,000
1458
$18.8M 0.01%
109,741
+23,033
1459
$18.8M 0.01%
292,862
-149,587
1460
$18.7M 0.01%
2,578,739
-178,756
1461
$18.7M 0.01%
1,334,412
+120,804
1462
$18.7M 0.01%
2,433,627
-164,028
1463
$18.6M 0.01%
1,797,406
+91,349
1464
$18.6M 0.01%
445,846
+71,683
1465
$18.6M 0.01%
665,596
-170,224
1466
$18.5M 0.01%
490,236
-154,096
1467
$18.5M 0.01%
3,136,283
+1,244,156
1468
$18.5M 0.01%
480,007
+22,137
1469
$18.5M 0.01%
967,727
+522,049
1470
$18.4M 0.01%
757,168
-58,897
1471
$18.3M 0.01%
459,060
+367,149
1472
$18.3M 0.01%
607,639
+592,972
1473
$18.3M 0.01%
325,787
+209,825
1474
$18.3M 0.01%
1,211,950
-15,020
1475
$18.3M 0.01%
501,129
+315,185
57 58
59
60 61