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
2851
$3.6M ﹤0.01%
447,963
-111,578
2852
$3.59M ﹤0.01%
137,283
+54,856
2853
$3.59M ﹤0.01%
81,938
-53,938
2854
$3.58M ﹤0.01%
282,356
-613,048
2855
$3.57M ﹤0.01%
222,168
+9,106
2856
$3.57M ﹤0.01%
208,453
-266,015
2857
$3.56M ﹤0.01%
465,355
-25,832
2858
$3.56M ﹤0.01%
92,249
-72,159
2859
$3.56M ﹤0.01%
194,075
+118,809
2860
$3.56M ﹤0.01%
42,844
+304
2861
$3.55M ﹤0.01%
343,900
-164,748
2862
$3.55M ﹤0.01%
15,928
-9,782
2863
$3.54M ﹤0.01%
85,585
-178,669
2864
$3.53M ﹤0.01%
112,182
+62,946
2865
$3.52M ﹤0.01%
217,229
-51,143
2866
$3.51M ﹤0.01%
226,580
+12,033
2867
$3.51M ﹤0.01%
75,405
+1,546
2868
$3.5M ﹤0.01%
228,159
+175,025
2869
$3.49M ﹤0.01%
49,079
+26,571
2870
$3.48M ﹤0.01%
181,774
+21,780
2871
$3.48M ﹤0.01%
142,237
+140,359
2872
$3.48M ﹤0.01%
579,579
-51,692
2873
$3.48M ﹤0.01%
259,752
-11,176
2874
$3.47M ﹤0.01%
55,618
+31,913
2875
$3.47M ﹤0.01%
316,199
+61,705
113 114
115
116 117