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
1651
$14.7M 0.01%
708,795
+360,003
1652
$14.6M 0.01%
354,296
+164,928
1653
$14.6M 0.01%
305,639
+95,960
1654
$14.6M 0.01%
1,274,452
+292,851
1655
$14.5M 0.01%
28,442
+10,143
1656
$14.5M 0.01%
304,714
-86,082
1657
$14.5M 0.01%
502,278
-230,149
1658
$14.5M 0.01%
450,422
-222,316
1659
$14.5M 0.01%
1,018,700
+150,767
1660
$14.4M 0.01%
426,797
+98,916
1661
$14.4M 0.01%
1,139,905
+550,408
1662
$14.4M 0.01%
606,369
+244,567
1663
$14.4M 0.01%
246,479
-130,087
1664
$14.4M 0.01%
1,744,506
+564,807
1665
$14.4M 0.01%
425,106
+79,926
1666
$14.4M 0.01%
140,150
+20,863
1667
$14.3M 0.01%
876,132
+118,264
1668
$14.3M 0.01%
1,237,105
-102,065
1669
$14.3M 0.01%
1,069,751
+115,501
1670
$14.3M 0.01%
692,262
-25,121
1671
$14.3M 0.01%
1,060,438
-247,644
1672
$14.3M 0.01%
940,664
+222,745
1673
$14.3M 0.01%
1,610,190
+591,409
1674
$14.3M 0.01%
743,198
-39,895
1675
$14.2M 0.01%
+605,987
65 66
67
68 69