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
2876
$3.46M ﹤0.01%
138,888
-98,955
2877
$3.46M ﹤0.01%
133,141
-1,874
2878
$3.45M ﹤0.01%
126,988
+4,421
2879
$3.44M ﹤0.01%
288,998
-904
2880
$3.44M ﹤0.01%
549,876
+2,455
2881
$3.43M ﹤0.01%
514,342
+5,682
2882
$3.43M ﹤0.01%
221,070
+180,865
2883
$3.43M ﹤0.01%
5,037
+5,036
2884
$3.43M ﹤0.01%
125,352
-13,580
2885
$3.43M ﹤0.01%
220,924
-58,803
2886
$3.42M ﹤0.01%
123,940
-19,538
2887
$3.42M ﹤0.01%
126,962
-211,015
2888
$3.42M ﹤0.01%
81,125
+4,013
2889
$3.42M ﹤0.01%
261,755
+33,648
2890
$3.42M ﹤0.01%
61,726
-3,489
2891
$3.42M ﹤0.01%
66,002
-1,324
2892
$3.41M ﹤0.01%
161,498
+77,072
2893
$3.41M ﹤0.01%
153,989
+10,367
2894
$3.4M ﹤0.01%
41,503
-20,553
2895
$3.4M ﹤0.01%
78,982
-189,712
2896
$3.4M ﹤0.01%
59,003
+38,799
2897
$3.4M ﹤0.01%
90,654
+7,395
2898
$3.4M ﹤0.01%
101,750
-49,556
2899
$3.39M ﹤0.01%
16,185
+12,123
2900
$3.39M ﹤0.01%
143,064
+58,839
114 115
116
117 118