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
2776
$3.91M ﹤0.01%
76,363
+7,479
2777
$3.9M ﹤0.01%
364,636
-151,656
2778
$3.9M ﹤0.01%
103,191
-11,021
2779
$3.89M ﹤0.01%
147,068
-53,653
2780
$3.89M ﹤0.01%
78,894
-8,274
2781
$3.88M ﹤0.01%
142,898
+42,802
2782
$3.87M ﹤0.01%
11,867
+8,256
2783
$3.86M ﹤0.01%
344,323
-14,084
2784
$3.86M ﹤0.01%
197,413
+3,109
2785
$3.85M ﹤0.01%
47,153
+16,290
2786
$3.85M ﹤0.01%
68,449
-3,999
2787
$3.85M ﹤0.01%
227,611
-103,843
2788
$3.83M ﹤0.01%
620,596
+335,759
2789
$3.83M ﹤0.01%
152,966
+55,175
2790
$3.83M ﹤0.01%
141,145
-29,286
2791
$3.83M ﹤0.01%
147,996
-4,260
2792
$3.81M ﹤0.01%
152,460
-2,512,839
2793
$3.81M ﹤0.01%
466,314
-51,721
2794
$3.8M ﹤0.01%
191,026
+179,298
2795
$3.8M ﹤0.01%
151,854
+1,572
2796
$3.8M ﹤0.01%
167,884
-19,591
2797
$3.8M ﹤0.01%
290,176
-630
2798
$3.8M ﹤0.01%
148,077
+6,310
2799
$3.8M ﹤0.01%
96,226
-16,098
2800
$3.8M ﹤0.01%
117,396
+36,570
110 111
112
113 114