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
2601
$4.76M ﹤0.01%
89,604
+27,295
2602
$4.76M ﹤0.01%
112,302
+1,025
2603
$4.76M ﹤0.01%
176,837
-6,816
2604
$4.76M ﹤0.01%
108,584
+7,366
2605
$4.75M ﹤0.01%
171,082
-9,664
2606
$4.75M ﹤0.01%
465,489
+261,845
2607
$4.75M ﹤0.01%
379,392
-128,226
2608
$4.74M ﹤0.01%
310,260
+4,574
2609
$4.74M ﹤0.01%
122,769
+3,048
2610
$4.74M ﹤0.01%
334,266
+3,938
2611
$4.73M ﹤0.01%
132,076
+73,490
2612
$4.73M ﹤0.01%
312,544
+176,677
2613
$4.72M ﹤0.01%
87,984
-47,110
2614
$4.72M ﹤0.01%
127,018
+63,374
2615
$4.72M ﹤0.01%
394,678
+191,710
2616
$4.72M ﹤0.01%
216,996
-36,377
2617
$4.72M ﹤0.01%
184,105
+132,444
2618
$4.71M ﹤0.01%
38,654
+5,046
2619
$4.71M ﹤0.01%
192,353
+24,850
2620
$4.71M ﹤0.01%
33,452
-37,871
2621
$4.7M ﹤0.01%
132,704
-8,493
2622
$4.69M ﹤0.01%
18,462
-3,814
2623
$4.68M ﹤0.01%
35,939
+25,258
2624
$4.67M ﹤0.01%
272,840
-62,988
2625
$4.67M ﹤0.01%
689,971
+120,499
103 104
105
106 107