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
2026
$9.15M ﹤0.01%
182,794
+28,928
2027
$9.12M ﹤0.01%
503,932
-19,059
2028
$9.12M ﹤0.01%
807,634
+192,074
2029
$9.1M ﹤0.01%
852,068
-191,125
2030
$9.08M ﹤0.01%
1,384,496
+37,280
2031
$9.08M ﹤0.01%
188,546
+131,386
2032
$9.07M ﹤0.01%
713,822
-268,895
2033
$9.06M ﹤0.01%
66,887
-47,755
2034
$9.05M ﹤0.01%
297,638
+3,561
2035
$8.99M ﹤0.01%
157,024
+27,914
2036
$8.97M ﹤0.01%
422,672
+118,972
2037
$8.96M ﹤0.01%
1,781,288
+296,251
2038
$8.96M ﹤0.01%
308,608
+35,577
2039
$8.94M ﹤0.01%
317,653
-116,979
2040
$8.93M ﹤0.01%
550,379
-65,977
2041
$8.93M ﹤0.01%
298,285
+142,409
2042
$8.92M ﹤0.01%
421,262
+246,612
2043
$8.92M ﹤0.01%
576,000
+54,495
2044
$8.92M ﹤0.01%
407,599
-24,273
2045
$8.92M ﹤0.01%
160,171
+39,829
2046
$8.92M ﹤0.01%
1,131,719
+13,528
2047
$8.91M ﹤0.01%
662,292
+36,944
2048
$8.89M ﹤0.01%
558,432
-1,071,170
2049
$8.88M ﹤0.01%
262,372
+6,199
2050
$8.88M ﹤0.01%
271,806
-72,576