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
2651
$4.54M ﹤0.01%
208,151
-1,018,863
2652
$4.54M ﹤0.01%
700,080
-1,889
2653
$4.53M ﹤0.01%
169,278
+29,870
2654
$4.53M ﹤0.01%
176,048
-2,886
2655
$4.53M ﹤0.01%
178,468
+41,096
2656
$4.51M ﹤0.01%
186,138
+35,966
2657
$4.51M ﹤0.01%
236,768
+35,004
2658
$4.51M ﹤0.01%
141,218
-24,841
2659
$4.51M ﹤0.01%
590,385
-185,950
2660
$4.51M ﹤0.01%
359,472
+273,709
2661
$4.51M ﹤0.01%
277,330
+41,299
2662
$4.5M ﹤0.01%
794,569
+222,726
2663
$4.5M ﹤0.01%
204,853
+141,297
2664
$4.5M ﹤0.01%
104,411
+33,109
2665
$4.5M ﹤0.01%
316,437
+25,742
2666
$4.49M ﹤0.01%
365,501
-107,855
2667
$4.48M ﹤0.01%
106,904
-12,626
2668
$4.48M ﹤0.01%
87,449
-37,181
2669
$4.47M ﹤0.01%
10,524
+1,039
2670
$4.47M ﹤0.01%
266,070
-94,092
2671
$4.47M ﹤0.01%
432,474
-163,945
2672
$4.47M ﹤0.01%
216,950
-639,879
2673
$4.46M ﹤0.01%
547,462
-44,101
2674
$4.45M ﹤0.01%
136,799
-99,007
2675
$4.45M ﹤0.01%
168,944
-57,851
105 106
107
108 109