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
2726
$4.17M ﹤0.01%
188,461
+17,778
2727
$4.17M ﹤0.01%
132,754
+13,412
2728
$4.17M ﹤0.01%
251,653
-83,743
2729
$4.17M ﹤0.01%
70,792
+27,891
2730
$4.16M ﹤0.01%
120,115
+3,570
2731
$4.16M ﹤0.01%
111,326
-112,431
2732
$4.16M ﹤0.01%
261,125
-31,541
2733
$4.15M ﹤0.01%
171,474
+108,416
2734
$4.15M ﹤0.01%
35,382
+10,351
2735
$4.15M ﹤0.01%
91,142
+20,825
2736
$4.15M ﹤0.01%
64,491
+44,696
2737
$4.14M ﹤0.01%
315,129
+144,944
2738
$4.14M ﹤0.01%
126,191
-30,263
2739
$4.11M ﹤0.01%
206,415
+1,189
2740
$4.11M ﹤0.01%
1,398,815
+491,255
2741
$4.11M ﹤0.01%
170,349
+12,782
2742
$4.1M ﹤0.01%
194,459
+6,840
2743
$4.1M ﹤0.01%
61,780
-22,315
2744
$4.08M ﹤0.01%
132,089
+113,880
2745
$4.08M ﹤0.01%
262,689
+24,428
2746
$4.06M ﹤0.01%
114,061
+5,097
2747
$4.06M ﹤0.01%
684,875
+200,648
2748
$4.06M ﹤0.01%
234,039
+120,729
2749
$4.06M ﹤0.01%
109,385
+76,981
2750
$4.06M ﹤0.01%
100,284
+6,887
108 109
110
111 112