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
2801
$3.8M ﹤0.01%
495,012
-183,225
2802
$3.79M ﹤0.01%
177,265
-15,373
2803
$3.79M ﹤0.01%
147,945
+102,015
2804
$3.79M ﹤0.01%
79,230
-8,995
2805
$3.79M ﹤0.01%
213,353
+1,415
2806
$3.79M ﹤0.01%
331,129
-140,848
2807
$3.78M ﹤0.01%
395,843
+284,532
2808
$3.78M ﹤0.01%
65,731
+8,947
2809
$3.78M ﹤0.01%
600,814
-61,950
2810
$3.77M ﹤0.01%
396,297
+6,313
2811
$3.77M ﹤0.01%
225,411
+3,957
2812
$3.77M ﹤0.01%
128,671
+66,400
2813
$3.77M ﹤0.01%
59,723
+7,832
2814
$3.77M ﹤0.01%
137,821
-4,754
2815
$3.76M ﹤0.01%
97,449
+10,098
2816
$3.76M ﹤0.01%
94,377
-109,753
2817
$3.75M ﹤0.01%
684,780
-81,135
2818
$3.75M ﹤0.01%
161,156
+9,942
2819
$3.75M ﹤0.01%
99,724
-254,709
2820
$3.74M ﹤0.01%
436,141
-461,922
2821
$3.74M ﹤0.01%
255,206
+20,489
2822
$3.74M ﹤0.01%
111,053
+110,178
2823
$3.73M ﹤0.01%
31,795
+1,406
2824
$3.72M ﹤0.01%
440,154
-47,676
2825
$3.72M ﹤0.01%
115,627
+40,849
111 112
113
114 115