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
2926
$3.29M ﹤0.01%
213,457
-48,338
2927
$3.28M ﹤0.01%
596,096
-325,953
2928
$3.28M ﹤0.01%
172,460
-21,370
2929
$3.28M ﹤0.01%
79,509
-29,504
2930
$3.28M ﹤0.01%
163,111
+10,778
2931
$3.28M ﹤0.01%
242,377
-97,184
2932
$3.27M ﹤0.01%
212,533
+7,361
2933
$3.27M ﹤0.01%
51,161
-5,217
2934
$3.26M ﹤0.01%
200,809
-9,179
2935
$3.26M ﹤0.01%
299,510
-52,534
2936
$3.25M ﹤0.01%
174,176
-6,812
2937
$3.25M ﹤0.01%
68,868
-2,133
2938
$3.25M ﹤0.01%
131,408
-13,636
2939
$3.25M ﹤0.01%
181,963
-132,635
2940
$3.24M ﹤0.01%
698,656
-47,398
2941
$3.24M ﹤0.01%
249,712
-7,943
2942
$3.24M ﹤0.01%
27,146
-2,967
2943
$3.24M ﹤0.01%
95,437
-2,084
2944
$3.24M ﹤0.01%
47,595
-197,052
2945
$3.23M ﹤0.01%
87,344
-185,774
2946
$3.22M ﹤0.01%
98,714
+1,564
2947
$3.22M ﹤0.01%
137,632
+9,204
2948
$3.22M ﹤0.01%
204,865
+97,939
2949
$3.22M ﹤0.01%
163,758
-26,784
2950
$3.21M ﹤0.01%
124,346
+82,730
116 117
118
119 120