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
2701
$4.29M ﹤0.01%
70,056
-13,730
2702
$4.29M ﹤0.01%
33,618
+19,533
2703
$4.29M ﹤0.01%
73,494
-111,497
2704
$4.29M ﹤0.01%
313,948
+226,402
2705
$4.28M ﹤0.01%
150,404
+4,807
2706
$4.28M ﹤0.01%
366,657
-102,359
2707
$4.28M ﹤0.01%
175,212
+27,691
2708
$4.23M ﹤0.01%
147,989
-2,339
2709
$4.23M ﹤0.01%
332,879
+142,123
2710
$4.23M ﹤0.01%
290,285
+164,381
2711
$4.23M ﹤0.01%
183,811
-156,865
2712
$4.23M ﹤0.01%
211,514
+4,396
2713
$4.23M ﹤0.01%
74,783
+37,188
2714
$4.23M ﹤0.01%
679,149
+163,004
2715
$4.23M ﹤0.01%
353,672
-153,331
2716
$4.22M ﹤0.01%
183,614
-52,429
2717
$4.22M ﹤0.01%
227,272
+78,898
2718
$4.22M ﹤0.01%
239,633
-78,755
2719
$4.21M ﹤0.01%
533,344
+1,388
2720
$4.2M ﹤0.01%
212,820
-215,973
2721
$4.19M ﹤0.01%
249,442
-1,751
2722
$4.19M ﹤0.01%
79,978
-1,620
2723
$4.19M ﹤0.01%
87,980
+68,007
2724
$4.19M ﹤0.01%
308,933
+121,456
2725
$4.19M ﹤0.01%
306,340
+101,487
107 108
109
110 111