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
2376
$6.1M ﹤0.01%
339,800
-117,173
2377
$6.09M ﹤0.01%
805,844
-381,970
2378
$6.09M ﹤0.01%
813,727
+342,601
2379
$6.08M ﹤0.01%
172,276
+33,664
2380
$6.08M ﹤0.01%
66,204
+63,348
2381
$6.08M ﹤0.01%
761,355
+71,257
2382
$6.05M ﹤0.01%
67,435
-252
2383
$6.05M ﹤0.01%
214,480
+91,128
2384
$6.01M ﹤0.01%
512,743
-54,199
2385
$6.01M ﹤0.01%
56,638
+13,617
2386
$6M ﹤0.01%
280,324
+17,103
2387
$6M ﹤0.01%
812,116
+545,817
2388
$6M ﹤0.01%
562,848
+336,016
2389
$6M ﹤0.01%
12,552
+11,700
2390
$5.99M ﹤0.01%
345,830
+34,402
2391
$5.99M ﹤0.01%
455,213
+64,537
2392
$5.99M ﹤0.01%
325,463
-28,806
2393
$5.98M ﹤0.01%
402,432
-228,164
2394
$5.97M ﹤0.01%
433,967
+1,368
2395
$5.97M ﹤0.01%
261,878
+211,136
2396
$5.96M ﹤0.01%
564,863
+202,446
2397
$5.96M ﹤0.01%
239,650
-69,942
2398
$5.96M ﹤0.01%
170,759
+54,679
2399
$5.95M ﹤0.01%
195,330
+11,106
2400
$5.94M ﹤0.01%
249,505
-32,036