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
1701
$13.7M ﹤0.01%
388,092
-91,383
1702
$13.7M ﹤0.01%
1,682,888
-87,633
1703
$13.7M ﹤0.01%
1,946,972
+345,081
1704
$13.6M ﹤0.01%
118,682
+10,564
1705
$13.6M ﹤0.01%
271,532
-46,540
1706
$13.6M ﹤0.01%
1,001,942
-15,702
1707
$13.6M ﹤0.01%
344,022
-20,258
1708
$13.6M ﹤0.01%
521,693
+3,732
1709
$13.6M ﹤0.01%
532,891
-53,381
1710
$13.6M ﹤0.01%
380,034
+318,312
1711
$13.5M ﹤0.01%
328,987
+230,806
1712
$13.5M ﹤0.01%
1,260,978
+631,700
1713
$13.5M ﹤0.01%
291,261
-392,980
1714
$13.5M ﹤0.01%
141,673
+47,121
1715
$13.4M ﹤0.01%
7,295,567
+3,212,029
1716
$13.4M ﹤0.01%
99,041
-47,169
1717
$13.4M ﹤0.01%
367,814
-25,160
1718
$13.4M ﹤0.01%
842,493
+151,709
1719
$13.4M ﹤0.01%
488,161
+27,499
1720
$13.4M ﹤0.01%
3,053,613
+1,412,067
1721
$13.4M ﹤0.01%
726,510
+3,594
1722
$13.3M ﹤0.01%
852,529
+21,417
1723
$13.3M ﹤0.01%
858,524
+317,811
1724
$13.3M ﹤0.01%
82,478
-105,114
1725
$13.3M ﹤0.01%
276,712
+102,523
67 68
69
70 71