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
2401
$5.94M ﹤0.01%
249,505
-32,036
2402
$5.94M ﹤0.01%
2,301,210
+179,203
2403
$5.93M ﹤0.01%
162,767
-32,032
2404
$5.91M ﹤0.01%
81,699
-40,271
2405
$5.91M ﹤0.01%
307,778
+160,982
2406
$5.9M ﹤0.01%
804,366
-162,874
2407
$5.89M ﹤0.01%
414,136
-107,966
2408
$5.89M ﹤0.01%
88,851
-21,098
2409
$5.89M ﹤0.01%
142,135
-848
2410
$5.88M ﹤0.01%
90,715
+6,742
2411
$5.88M ﹤0.01%
448,053
-7,329
2412
$5.87M ﹤0.01%
169,801
-74,387
2413
$5.86M ﹤0.01%
234,596
+110,898
2414
$5.86M ﹤0.01%
86,044
-10,866
2415
$5.85M ﹤0.01%
610,572
+161,412
2416
$5.85M ﹤0.01%
106,395
-99,298
2417
$5.85M ﹤0.01%
410,464
+391,677
2418
$5.84M ﹤0.01%
69,534
+52,295
2419
$5.84M ﹤0.01%
453,426
-46,049
2420
$5.84M ﹤0.01%
167,054
+66,765
2421
$5.84M ﹤0.01%
307,356
+139,714
2422
$5.83M ﹤0.01%
401,041
+2,925
2423
$5.82M ﹤0.01%
212,749
-30,780
2424
$5.82M ﹤0.01%
350,443
+6,946
2425
$5.81M ﹤0.01%
416,421
-9,919