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
2076
$8.71M ﹤0.01%
276,788
+77,046
2077
$8.7M ﹤0.01%
+80,859
2078
$8.7M ﹤0.01%
197,653
+71,831
2079
$8.67M ﹤0.01%
680,237
+162,800
2080
$8.67M ﹤0.01%
282,785
-66,039
2081
$8.66M ﹤0.01%
274,575
-46,796
2082
$8.66M ﹤0.01%
451,730
+85,167
2083
$8.64M ﹤0.01%
328,347
+79,239
2084
$8.64M ﹤0.01%
1,475,609
+1,324,380
2085
$8.63M ﹤0.01%
295,903
+116,322
2086
$8.63M ﹤0.01%
273,477
+81,297
2087
$8.63M ﹤0.01%
660,589
+14,727
2088
$8.63M ﹤0.01%
226,254
+13,908
2089
$8.62M ﹤0.01%
183,484
-54,329
2090
$8.61M ﹤0.01%
94,912
+23,652
2091
$8.61M ﹤0.01%
375,990
-58,796
2092
$8.61M ﹤0.01%
30,255
+7,378
2093
$8.58M ﹤0.01%
157,678
-8,698
2094
$8.57M ﹤0.01%
214,153
+112,307
2095
$8.53M ﹤0.01%
378,989
+97,450
2096
$8.53M ﹤0.01%
178,369
-43,248
2097
$8.52M ﹤0.01%
331,169
+4,350
2098
$8.52M ﹤0.01%
261,262
+31,571
2099
$8.49M ﹤0.01%
388,584
-1,600
2100
$8.48M ﹤0.01%
827,077
-61,723