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
1776
$12.6M ﹤0.01%
556,984
+414,329
1777
$12.6M ﹤0.01%
237,930
+76,656
1778
$12.6M ﹤0.01%
771,389
-265,417
1779
$12.6M ﹤0.01%
890,852
+62,358
1780
$12.6M ﹤0.01%
517,238
+161,228
1781
$12.5M ﹤0.01%
22,832
-4,404
1782
$12.5M ﹤0.01%
535,910
-58,074
1783
$12.5M ﹤0.01%
566,526
-142,170
1784
$12.4M ﹤0.01%
827,021
+288,102
1785
$12.4M ﹤0.01%
94,497
+55,854
1786
$12.4M ﹤0.01%
461,759
-37,532
1787
$12.3M ﹤0.01%
387,663
-18,731
1788
$12.3M ﹤0.01%
526,670
-27,790
1789
$12.3M ﹤0.01%
539,659
+15,952
1790
$12.3M ﹤0.01%
2,059,936
-90,719
1791
$12.3M ﹤0.01%
170,625
+5,990
1792
$12.3M ﹤0.01%
964,732
+315,719
1793
$12.2M ﹤0.01%
512,737
-260,986
1794
$12.2M ﹤0.01%
1,249,970
+99,682
1795
$12.2M ﹤0.01%
1,075,976
+714,297
1796
$12.2M ﹤0.01%
345,239
+170,204
1797
$12.1M ﹤0.01%
417,820
+125,100
1798
$12.1M ﹤0.01%
745,692
-32,208
1799
$12.1M ﹤0.01%
875,433
-79,144
1800
$12.1M ﹤0.01%
199,769
+31,352
70 71
72
73 74