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
2501
$5.36M ﹤0.01%
135,808
-78,742
2502
$5.35M ﹤0.01%
205,097
-31,363
2503
$5.34M ﹤0.01%
41,234
-133
2504
$5.33M ﹤0.01%
355,527
-11,794
2505
$5.32M ﹤0.01%
142,425
+67,272
2506
$5.32M ﹤0.01%
364,724
+8,943
2507
$5.31M ﹤0.01%
209,370
+104,883
2508
$5.31M ﹤0.01%
240,926
+176,578
2509
$5.31M ﹤0.01%
152,120
+115,583
2510
$5.3M ﹤0.01%
441,728
-188,853
2511
$5.3M ﹤0.01%
171,005
-10,301
2512
$5.29M ﹤0.01%
342,221
+91,617
2513
$5.29M ﹤0.01%
115,164
-2,264
2514
$5.28M ﹤0.01%
104,576
-34,666
2515
$5.28M ﹤0.01%
661,162
-103,754
2516
$5.26M ﹤0.01%
380,408
+18,501
2517
$5.26M ﹤0.01%
320,876
-12,044
2518
$5.25M ﹤0.01%
240,695
-40,852
2519
$5.25M ﹤0.01%
103,701
+6,265
2520
$5.25M ﹤0.01%
265,115
+146,221
2521
$5.24M ﹤0.01%
125,291
2522
$5.24M ﹤0.01%
263,559
+4,180
2523
$5.24M ﹤0.01%
170,796
-63,396
2524
$5.23M ﹤0.01%
169,416
-19,644
2525
$5.23M ﹤0.01%
765,412
-180,456
99 100
101
102 103