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
2451
$5.66M ﹤0.01%
1,906,857
-169,753
2452
$5.66M ﹤0.01%
394,263
+62,955
2453
$5.65M ﹤0.01%
194,188
+3,142
2454
$5.64M ﹤0.01%
220,882
+5,290
2455
$5.64M ﹤0.01%
150,544
-27,091
2456
$5.62M ﹤0.01%
430,149
-87,445
2457
$5.6M ﹤0.01%
79,963
-12,468
2458
$5.6M ﹤0.01%
265,344
+9,859
2459
$5.59M ﹤0.01%
257,736
-102,636
2460
$5.59M ﹤0.01%
1,066,671
+297,836
2461
$5.59M ﹤0.01%
226,918
-51,737
2462
$5.58M ﹤0.01%
152,435
+80,002
2463
$5.58M ﹤0.01%
99,567
+30,201
2464
$5.57M ﹤0.01%
292,413
-25,548
2465
$5.56M ﹤0.01%
199,223
+32,542
2466
$5.55M ﹤0.01%
1,196,545
+11,378
2467
$5.55M ﹤0.01%
120,584
-15,197
2468
$5.55M ﹤0.01%
370,463
-1,849,358
2469
$5.54M ﹤0.01%
356,967
+5,674
2470
$5.54M ﹤0.01%
533,573
-55,421
2471
$5.53M ﹤0.01%
480,395
-28,708
2472
$5.52M ﹤0.01%
198,411
+32,057
2473
$5.52M ﹤0.01%
172,772
+49,440
2474
$5.51M ﹤0.01%
79,328
+47,986
2475
$5.49M ﹤0.01%
606,615
+295,594