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
1626
$15.2M 0.01%
230,313
-66,040
1627
$15.2M 0.01%
15,984
+3,703
1628
$15.2M 0.01%
421,150
-485,080
1629
$15.2M 0.01%
639,609
-760,700
1630
$15.2M 0.01%
200,345
+182,996
1631
$15.2M 0.01%
1,973,220
+326,664
1632
$15.1M 0.01%
658,048
+56,369
1633
$15.1M 0.01%
355,059
+206,209
1634
$15.1M 0.01%
850,988
+21,563
1635
$15M 0.01%
234,517
+2,531
1636
$15M 0.01%
286,220
-159,553
1637
$15M 0.01%
269,078
-2,422
1638
$15M 0.01%
694,996
-121,775
1639
$14.9M 0.01%
365,568
+145,438
1640
$14.9M 0.01%
473,196
+120,124
1641
$14.9M 0.01%
593,919
+344,727
1642
$14.9M 0.01%
109,459
-27,249
1643
$14.9M 0.01%
292,446
+8,059
1644
$14.9M 0.01%
2,110,415
+2,001,637
1645
$14.8M 0.01%
1,138,839
-206,466
1646
$14.8M 0.01%
972,692
-88,408
1647
$14.8M 0.01%
1,757,510
+696,100
1648
$14.7M 0.01%
886,555
+107,927
1649
$14.7M 0.01%
162,561
+58,212
1650
$14.7M 0.01%
504,568
+297,513
64 65
66
67 68