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
1976
$9.7M ﹤0.01%
+400,265
1977
$9.69M ﹤0.01%
320,757
+73,123
1978
$9.68M ﹤0.01%
516,437
+386,742
1979
$9.65M ﹤0.01%
748,085
-224,721
1980
$9.65M ﹤0.01%
93,792
+37,824
1981
$9.63M ﹤0.01%
1,479,443
+1,004,765
1982
$9.63M ﹤0.01%
559,985
-141,013
1983
$9.62M ﹤0.01%
493,481
+176,876
1984
$9.62M ﹤0.01%
249,529
+21,621
1985
$9.61M ﹤0.01%
372,455
-213,467
1986
$9.59M ﹤0.01%
+461,578
1987
$9.59M ﹤0.01%
732,778
+18,180
1988
$9.56M ﹤0.01%
932,229
-3,989
1989
$9.52M ﹤0.01%
1,635,013
-167,720
1990
$9.51M ﹤0.01%
67,561
-26,072
1991
$9.5M ﹤0.01%
347,380
-8,632
1992
$9.47M ﹤0.01%
218,506
+4,556
1993
$9.47M ﹤0.01%
444,281
-705,121
1994
$9.46M ﹤0.01%
218,159
-415
1995
$9.42M ﹤0.01%
91,406
-200,501
1996
$9.41M ﹤0.01%
386,370
+99,350
1997
$9.4M ﹤0.01%
219,080
+168,256
1998
$9.39M ﹤0.01%
384,405
+372,185
1999
$9.36M ﹤0.01%
287,498
-79,747
2000
$9.36M ﹤0.01%
189,478
-115,485