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
2451
$5.66M ﹤0.01%
394,263
+62,955
2452
$5.65M ﹤0.01%
194,188
+3,142
2453
$5.64M ﹤0.01%
220,882
+5,290
2454
$5.64M ﹤0.01%
150,544
-27,091
2455
$5.62M ﹤0.01%
430,149
-87,445
2456
$5.6M ﹤0.01%
79,963
-12,468
2457
$5.6M ﹤0.01%
265,344
+9,859
2458
$5.59M ﹤0.01%
257,736
-102,636
2459
$5.59M ﹤0.01%
1,066,671
+297,836
2460
$5.59M ﹤0.01%
226,918
-51,737
2461
$5.58M ﹤0.01%
152,435
+80,002
2462
$5.58M ﹤0.01%
99,567
+30,201
2463
$5.57M ﹤0.01%
292,413
-25,548
2464
$5.56M ﹤0.01%
199,223
+32,542
2465
$5.55M ﹤0.01%
1,196,545
+11,378
2466
$5.55M ﹤0.01%
120,584
-15,197
2467
$5.55M ﹤0.01%
370,463
-1,849,358
2468
$5.54M ﹤0.01%
356,967
+5,674
2469
$5.54M ﹤0.01%
533,573
-55,421
2470
$5.53M ﹤0.01%
480,395
-28,708
2471
$5.52M ﹤0.01%
198,411
+32,057
2472
$5.52M ﹤0.01%
172,772
+49,440
2473
$5.51M ﹤0.01%
79,328
+47,986
2474
$5.49M ﹤0.01%
606,615
+295,594
2475
$5.48M ﹤0.01%
172,588
+100,262