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
1476
$18.3M 0.01%
238,405
-146,776
1477
$18.3M 0.01%
414,688
+46,878
1478
$18.2M 0.01%
1,455,069
-1,137,879
1479
$18.2M 0.01%
847,173
+160,821
1480
$18.2M 0.01%
741,117
-92,721
1481
$18.2M 0.01%
6,113,826
+1,625,990
1482
$18.2M 0.01%
239,663
+138,259
1483
$18.2M 0.01%
1,995,508
+33,828
1484
$18.2M 0.01%
2,982,939
-506,299
1485
$18.2M 0.01%
768,291
-39,237
1486
$18.1M 0.01%
360,922
+19,717
1487
$18M 0.01%
450,021
+172,799
1488
$18M 0.01%
638,639
+505,942
1489
$17.9M 0.01%
502,246
-756,894
1490
$17.9M 0.01%
169,709
+30,204
1491
$17.9M 0.01%
645,884
+215,932
1492
$17.8M 0.01%
452,912
-24,478
1493
$17.8M 0.01%
731,371
+8,516
1494
$17.8M 0.01%
206,225
+159,917
1495
$17.8M 0.01%
1,027,889
+74,339
1496
$17.8M 0.01%
362,796
+16,153
1497
$17.8M 0.01%
656,569
+562,716
1498
$17.8M 0.01%
392,393
+145,898
1499
$17.7M 0.01%
887,693
+49,875
1500
$17.7M 0.01%
324,269
-363,063
58 59
60
61 62