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

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
2476
$5.48M ﹤0.01%
133,766
+5,098
2477
$5.48M ﹤0.01%
288,772
-174,517
2478
$5.46M ﹤0.01%
252,895
-27,670
2479
$5.46M ﹤0.01%
32,777
+26,645
2480
$5.46M ﹤0.01%
156,352
+12,830
2481
$5.46M ﹤0.01%
122,408
-77,976
2482
$5.46M ﹤0.01%
+427,280
2483
$5.45M ﹤0.01%
166,565
+80,392
2484
$5.45M ﹤0.01%
310,739
+2,271
2485
$5.45M ﹤0.01%
213,376
-7,230
2486
$5.44M ﹤0.01%
482,440
+320,055
2487
$5.44M ﹤0.01%
519,035
-217,725
2488
$5.43M ﹤0.01%
15,937
-4,763
2489
$5.42M ﹤0.01%
455,017
+223,975
2490
$5.41M ﹤0.01%
211,601
+161,959
2491
$5.39M ﹤0.01%
354,694
-119,985
2492
$5.38M ﹤0.01%
345,322
-3,050,545
2493
$5.38M ﹤0.01%
165,740
-88,558
2494
$5.37M ﹤0.01%
531,131
-46,555
2495
$5.37M ﹤0.01%
4
+1
2496
$5.36M ﹤0.01%
244,036
-108,685
2497
$5.36M ﹤0.01%
557,207
+191,516
2498
$5.36M ﹤0.01%
1,165,336
+17,465
2499
$5.36M ﹤0.01%
383,174
+227,850
2500
$5.36M ﹤0.01%
135,808
-78,742