Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
7,078
New
Increased
Reduced
Closed

Top Buys

1 +$1.11B
2 +$1B
3 +$681M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$402M
5
EPD icon
Enterprise Products Partners
EPD
+$374M

Sector Composition

1 Healthcare 8.93%
2 Technology 8.69%
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
$9.16M ﹤0.01%
331,753
+10,307
2027
$9.15M ﹤0.01%
182,794
+28,928
2028
$9.12M ﹤0.01%
503,932
-19,059
2029
$9.12M ﹤0.01%
807,634
+192,074
2030
$9.1M ﹤0.01%
852,068
-191,125
2031
$9.08M ﹤0.01%
1,384,496
+37,280
2032
$9.08M ﹤0.01%
188,546
+131,386
2033
$9.07M ﹤0.01%
713,822
-268,895
2034
$9.06M ﹤0.01%
66,887
-47,755
2035
$9.05M ﹤0.01%
297,638
+3,561
2036
$8.99M ﹤0.01%
157,024
+27,914
2037
$8.97M ﹤0.01%
422,672
+118,972
2038
$8.96M ﹤0.01%
1,781,288
+296,251
2039
$8.96M ﹤0.01%
308,608
+35,577
2040
$8.94M ﹤0.01%
317,653
-116,979
2041
$8.93M ﹤0.01%
550,379
-65,977
2042
$8.93M ﹤0.01%
298,285
+142,409
2043
$8.92M ﹤0.01%
421,262
+246,612
2044
$8.92M ﹤0.01%
576,000
+54,495
2045
$8.92M ﹤0.01%
407,599
-24,273
2046
$8.92M ﹤0.01%
160,171
+39,829
2047
$8.92M ﹤0.01%
1,131,719
+13,528
2048
$8.91M ﹤0.01%
662,292
+36,944
2049
$8.89M ﹤0.01%
558,432
-1,071,170
2050
$8.88M ﹤0.01%
262,372
+6,199