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
2751
$4.05M ﹤0.01%
249,343
+26,262
2752
$4.05M ﹤0.01%
171,937
+21,948
2753
$4.04M ﹤0.01%
503,022
-94,455
2754
$4.04M ﹤0.01%
82,399
+1,721
2755
$4.04M ﹤0.01%
117,849
-69,715
2756
$4.03M ﹤0.01%
76,746
+11,363
2757
$4.03M ﹤0.01%
408,781
-282,243
2758
$4.02M ﹤0.01%
163,829
-97,789
2759
$4.01M ﹤0.01%
256,455
-54,137
2760
$4.01M ﹤0.01%
136,387
+90,659
2761
$4.01M ﹤0.01%
168,311
+85,676
2762
$4.01M ﹤0.01%
118,210
+46,393
2763
$4M ﹤0.01%
347,287
-383,024
2764
$4M ﹤0.01%
300,808
-18,530
2765
$3.99M ﹤0.01%
94,987
+41,631
2766
$3.99M ﹤0.01%
670,370
-157,698
2767
$3.99M ﹤0.01%
175,818
-12,764
2768
$3.98M ﹤0.01%
66,880
+37,064
2769
$3.98M ﹤0.01%
28,774
-24,912
2770
$3.97M ﹤0.01%
517,375
+46,686
2771
$3.96M ﹤0.01%
104,390
-29,430
2772
$3.96M ﹤0.01%
55,000
+8,249
2773
$3.95M ﹤0.01%
+369,041
2774
$3.94M ﹤0.01%
171,060
-63,563
2775
$3.94M ﹤0.01%
95,230
+11,302
109 110
111
112 113