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
1526
$17M 0.01%
88,772
-21,918
1527
$17M 0.01%
1,044,168
-65,156
1528
$17M 0.01%
2,555,756
-214,292
1529
$17M 0.01%
207,600
+58,113
1530
$17M 0.01%
259,125
-13,226
1531
$16.9M 0.01%
234,558
+14,506
1532
$16.9M 0.01%
1,945,083
+505,102
1533
$16.9M 0.01%
362,274
-152,775
1534
$16.9M 0.01%
620,524
-147,670
1535
$16.9M 0.01%
196,559
-162,543
1536
$16.9M 0.01%
666,040
+49,154
1537
$16.9M 0.01%
3,072,724
-99,311
1538
$16.9M 0.01%
366,651
-241,347
1539
$16.8M 0.01%
278,952
-217,685
1540
$16.8M 0.01%
106,461
-81,147
1541
$16.8M 0.01%
258,094
+217,909
1542
$16.8M 0.01%
204,259
+96,919
1543
$16.8M 0.01%
786,893
-74,177
1544
$16.8M 0.01%
605,169
+20,029
1545
$16.7M 0.01%
239,302
+90,811
1546
$16.7M 0.01%
649,895
-502,189
1547
$16.7M 0.01%
1,124,387
+212,012
1548
$16.7M 0.01%
932,873
-5,370
1549
$16.7M 0.01%
1,702
+1,506
1550
$16.6M 0.01%
1,082,257
+267,139