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
2051
$8.87M ﹤0.01%
675,152
+94,848
2052
$8.86M ﹤0.01%
409,233
+7,000
2053
$8.86M ﹤0.01%
164,645
+144,801
2054
$8.85M ﹤0.01%
300,269
+111,462
2055
$8.85M ﹤0.01%
327,193
+18,751
2056
$8.84M ﹤0.01%
375,806
-22,290
2057
$8.84M ﹤0.01%
893,078
+709,313
2058
$8.84M ﹤0.01%
384,263
+68,044
2059
$8.83M ﹤0.01%
1,715,256
-314,022
2060
$8.82M ﹤0.01%
292,780
+60,228
2061
$8.81M ﹤0.01%
625,372
+8,623
2062
$8.8M ﹤0.01%
759,382
-36,332
2063
$8.79M ﹤0.01%
108,124
-10,809
2064
$8.78M ﹤0.01%
289,517
-90,578
2065
$8.78M ﹤0.01%
119,082
+41,196
2066
$8.78M ﹤0.01%
302,528
+178,576
2067
$8.78M ﹤0.01%
346,659
+109,137
2068
$8.78M ﹤0.01%
265,635
+107,056
2069
$8.78M ﹤0.01%
846,245
-29,393
2070
$8.77M ﹤0.01%
718,205
+6,161
2071
$8.77M ﹤0.01%
242,230
+93,311
2072
$8.76M ﹤0.01%
1,831,689
+1,035,597
2073
$8.73M ﹤0.01%
807,485
+92,990
2074
$8.72M ﹤0.01%
263,930
+154,904
2075
$8.72M ﹤0.01%
372,511
+91,680
81 82
83
84 85