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
1676
$14.2M 0.01%
429,568
-170,970
1677
$14.2M 0.01%
838,026
+12,689
1678
$14.2M 0.01%
183,381
+143,055
1679
$14.2M 0.01%
292,097
+5,499
1680
$14.2M 0.01%
548,033
-73,183
1681
$14.1M 0.01%
1,332,702
+37,262
1682
$14.1M 0.01%
608,502
-18,738
1683
$14.1M 0.01%
1,237,220
-4,767,091
1684
$14.1M 0.01%
676,002
-184,620
1685
$14.1M 0.01%
654,086
+1,194
1686
$14.1M 0.01%
1,070,208
-13,237
1687
$14.1M 0.01%
936,751
-141,985
1688
$14M 0.01%
376,360
+30,420
1689
$14M 0.01%
833,641
+89,089
1690
$14M 0.01%
523,318
+248,797
1691
$14M 0.01%
227,274
+179,074
1692
$13.9M 0.01%
517,930
-999
1693
$13.9M 0.01%
289,128
+63,759
1694
$13.9M 0.01%
1,023,855
+970,561
1695
$13.9M 0.01%
410,609
+150,764
1696
$13.9M 0.01%
584,817
+47,449
1697
$13.8M 0.01%
845,772
-80,501
1698
$13.7M 0.01%
391,866
+142,592
1699
$13.7M 0.01%
656,510
+604,274
1700
$13.7M ﹤0.01%
539,957
-299,969
66 67
68
69 70