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
1951
$10.1M ﹤0.01%
24,267
+4,564
1952
$10M ﹤0.01%
269,476
+1,381
1953
$10M ﹤0.01%
934,722
+145,834
1954
$10M ﹤0.01%
582,561
-141,273
1955
$10M ﹤0.01%
151,999
+46,357
1956
$9.95M ﹤0.01%
396,512
+64,404
1957
$9.92M ﹤0.01%
275,027
-320,891
1958
$9.92M ﹤0.01%
624,617
+205,882
1959
$9.91M ﹤0.01%
1,532,381
-491,408
1960
$9.88M ﹤0.01%
+370,384
1961
$9.87M ﹤0.01%
1,074,180
+359,875
1962
$9.86M ﹤0.01%
868,590
+4,161
1963
$9.85M ﹤0.01%
634,808
-63,314
1964
$9.84M ﹤0.01%
201,011
+25,047
1965
$9.84M ﹤0.01%
731,768
+7,696
1966
$9.8M ﹤0.01%
1,231,913
-144,451
1967
$9.8M ﹤0.01%
154,737
-12,806
1968
$9.79M ﹤0.01%
416,714
+53,335
1969
$9.79M ﹤0.01%
902,609
-79,295
1970
$9.78M ﹤0.01%
205,000
+94,414
1971
$9.78M ﹤0.01%
637,477
-28,114
1972
$9.76M ﹤0.01%
328,472
+154,556
1973
$9.75M ﹤0.01%
197,013
+192,778
1974
$9.74M ﹤0.01%
316,203
-59,048
1975
$9.71M ﹤0.01%
11,187
-4,733
77 78
79
80 81