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
1876
$11.1M ﹤0.01%
407,815
-54,258
1877
$11.1M ﹤0.01%
182,152
+68,516
1878
$11.1M ﹤0.01%
544,460
-20,024
1879
$11.1M ﹤0.01%
131,508
+105,334
1880
$11.1M ﹤0.01%
801,390
+204,309
1881
$11M ﹤0.01%
194,742
+11,285
1882
$11M ﹤0.01%
205,092
+63,423
1883
$11M ﹤0.01%
66,240
+7,567
1884
$11M ﹤0.01%
138,732
+80,497
1885
$11M ﹤0.01%
637,174
+234,199
1886
$10.9M ﹤0.01%
2,761,130
-349,179
1887
$10.9M ﹤0.01%
582,252
+518,614
1888
$10.9M ﹤0.01%
51,922
+37,687
1889
$10.9M ﹤0.01%
675,947
+47,822
1890
$10.9M ﹤0.01%
246,773
+40,795
1891
$10.9M ﹤0.01%
689,585
+462,510
1892
$10.9M ﹤0.01%
591,254
-651,572
1893
$10.9M ﹤0.01%
541,155
-3,624,612
1894
$10.9M ﹤0.01%
762,363
-6,175
1895
$10.9M ﹤0.01%
353,232
-240,555
1896
$10.8M ﹤0.01%
939,030
+65,107
1897
$10.8M ﹤0.01%
333,222
-60,133
1898
$10.8M ﹤0.01%
2,612,148
+1,682,862
1899
$10.8M ﹤0.01%
746,455
+60,662
1900
$10.8M ﹤0.01%
696,826
+227,219
74 75
76
77 78