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
2251
$6.98M ﹤0.01%
436,658
+70,066
2252
$6.97M ﹤0.01%
328,957
+319,821
2253
$6.96M ﹤0.01%
512,685
+23,202
2254
$6.96M ﹤0.01%
557,714
-143,967
2255
$6.96M ﹤0.01%
207,661
-184,566
2256
$6.95M ﹤0.01%
489,263
-974,189
2257
$6.95M ﹤0.01%
324,866
+1,451
2258
$6.95M ﹤0.01%
61,326
+1,728
2259
$6.94M ﹤0.01%
525,227
-99,019
2260
$6.94M ﹤0.01%
142,620
+100,198
2261
$6.93M ﹤0.01%
174,771
+107,031
2262
$6.92M ﹤0.01%
290,190
-3,591
2263
$6.92M ﹤0.01%
328,677
+175,451
2264
$6.91M ﹤0.01%
233,623
-25,450
2265
$6.9M ﹤0.01%
1,127,918
-106,482
2266
$6.9M ﹤0.01%
132,257
-6,523
2267
$6.89M ﹤0.01%
129,385
+95,186
2268
$6.89M ﹤0.01%
935,234
-184,167
2269
$6.89M ﹤0.01%
755,023
+206,933
2270
$6.88M ﹤0.01%
163,704
+29,922
2271
$6.88M ﹤0.01%
103,272
+58,126
2272
$6.88M ﹤0.01%
158,571
-31,642
2273
$6.87M ﹤0.01%
159,737
+139,444
2274
$6.87M ﹤0.01%
148,640
+64,257
2275
$6.87M ﹤0.01%
185,976
-108,140