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
1926
$10.4M ﹤0.01%
107,022
+21,033
1927
$10.4M ﹤0.01%
702,227
-3,310
1928
$10.4M ﹤0.01%
252,061
-480,026
1929
$10.4M ﹤0.01%
513,011
-284,463
1930
$10.3M ﹤0.01%
2,566,816
+775,856
1931
$10.3M ﹤0.01%
185,721
-7,771
1932
$10.3M ﹤0.01%
802,339
+31,144
1933
$10.3M ﹤0.01%
792,302
-76,059
1934
$10.3M ﹤0.01%
248,750
-117,726
1935
$10.3M ﹤0.01%
176,251
+9,512
1936
$10.3M ﹤0.01%
696,605
-115,266
1937
$10.2M ﹤0.01%
291,791
+247,072
1938
$10.2M ﹤0.01%
505,462
+57,829
1939
$10.2M ﹤0.01%
150,965
-20,829
1940
$10.2M ﹤0.01%
204,468
-28,195
1941
$10.2M ﹤0.01%
35,109
-13,222
1942
$10.2M ﹤0.01%
1,030,492
+81,567
1943
$10.2M ﹤0.01%
213,646
+68,854
1944
$10.1M ﹤0.01%
397,427
+18,614
1945
$10.1M ﹤0.01%
391,866
+118,010
1946
$10.1M ﹤0.01%
950,735
-13,908
1947
$10.1M ﹤0.01%
800,076
+3,846
1948
$10.1M ﹤0.01%
139,109
+1,314
1949
$10.1M ﹤0.01%
669,034
+61,505
1950
$10.1M ﹤0.01%
1,096,869
-2,581,647
76 77
78
79 80