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
2076
$8.72M ﹤0.01%
372,511
+91,680
2077
$8.71M ﹤0.01%
276,788
+77,046
2078
$8.7M ﹤0.01%
+80,859
2079
$8.7M ﹤0.01%
197,653
+71,831
2080
$8.67M ﹤0.01%
680,237
+162,800
2081
$8.67M ﹤0.01%
282,785
-66,039
2082
$8.66M ﹤0.01%
274,575
-46,796
2083
$8.66M ﹤0.01%
451,730
+85,167
2084
$8.64M ﹤0.01%
328,347
+79,239
2085
$8.64M ﹤0.01%
1,475,609
+1,324,380
2086
$8.63M ﹤0.01%
295,903
+116,322
2087
$8.63M ﹤0.01%
273,477
+81,297
2088
$8.63M ﹤0.01%
660,589
+14,727
2089
$8.63M ﹤0.01%
226,254
+13,908
2090
$8.62M ﹤0.01%
183,484
-54,329
2091
$8.61M ﹤0.01%
94,912
+23,652
2092
$8.61M ﹤0.01%
375,990
-58,796
2093
$8.61M ﹤0.01%
30,255
+7,378
2094
$8.58M ﹤0.01%
157,678
-8,698
2095
$8.57M ﹤0.01%
214,153
+112,307
2096
$8.53M ﹤0.01%
378,989
+97,450
2097
$8.53M ﹤0.01%
178,369
-43,248
2098
$8.52M ﹤0.01%
331,169
+4,350
2099
$8.52M ﹤0.01%
261,262
+31,571
2100
$8.49M ﹤0.01%
388,584
-1,600