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

Top Sells

1
+$807M
2
+$617M
3
+$544M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$542M
5
MNST icon
Monster Beverage
MNST
+$521M

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
2476
$5.48M ﹤0.01%
172,588
+100,262
2477
$5.48M ﹤0.01%
133,766
+5,098
2478
$5.48M ﹤0.01%
288,772
-174,517
2479
$5.46M ﹤0.01%
252,895
-27,670
2480
$5.46M ﹤0.01%
32,777
+26,645
2481
$5.46M ﹤0.01%
156,352
+12,830
2482
$5.46M ﹤0.01%
122,408
-77,976
2483
$5.46M ﹤0.01%
+427,280
2484
$5.45M ﹤0.01%
166,565
+80,392
2485
$5.45M ﹤0.01%
310,739
+2,271
2486
$5.45M ﹤0.01%
213,376
-7,230
2487
$5.44M ﹤0.01%
482,440
+320,055
2488
$5.44M ﹤0.01%
519,035
-217,725
2489
$5.43M ﹤0.01%
15,937
-4,763
2490
$5.42M ﹤0.01%
455,017
+223,975
2491
$5.41M ﹤0.01%
211,601
+161,959
2492
$5.39M ﹤0.01%
354,694
-119,985
2493
$5.38M ﹤0.01%
345,322
-3,050,545
2494
$5.38M ﹤0.01%
165,740
-88,558
2495
$5.37M ﹤0.01%
531,131
-46,555
2496
$5.37M ﹤0.01%
4
+1
2497
$5.36M ﹤0.01%
244,036
-108,685
2498
$5.36M ﹤0.01%
557,207
+191,516
2499
$5.36M ﹤0.01%
1,165,336
+17,465
2500
$5.36M ﹤0.01%
383,174
+227,850
98 99
100
101 102