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
1576
$16.1M 0.01%
767,542
+309,433
1577
$16.1M 0.01%
323,671
-21,063
1578
$16.1M 0.01%
364,454
+86,028
1579
$16.1M 0.01%
251,671
+6,367
1580
$16.1M 0.01%
836,486
+84,560
1581
$16M 0.01%
150,862
+100,173
1582
$16M 0.01%
354,904
+176,343
1583
$16M 0.01%
663,957
-418,855
1584
$16M 0.01%
663,951
-726,819
1585
$16M 0.01%
416,690
-37,378
1586
$16M 0.01%
693,306
+15,614
1587
$16M 0.01%
266,277
+28,551
1588
$16M 0.01%
394,952
+142,887
1589
$16M 0.01%
225,590
+50,322
1590
$16M 0.01%
652,232
+26,786
1591
$15.9M 0.01%
341,990
+30,345
1592
$15.9M 0.01%
358,816
-113,871
1593
$15.9M 0.01%
497,083
+15,227
1594
$15.9M 0.01%
234,289
-12,800
1595
$15.9M 0.01%
1,137,455
+827,811
1596
$15.8M 0.01%
494,858
-1,648
1597
$15.8M 0.01%
382,617
+124,703
1598
$15.8M 0.01%
115,369
-28,329
1599
$15.8M 0.01%
550,145
-276,369
1600
$15.7M 0.01%
2,092,999
+116,745
62 63
64
65 66