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
2951
$3.21M ﹤0.01%
144,887
-1,199,781
2952
$3.21M ﹤0.01%
45,211
-126,040
2953
$3.21M ﹤0.01%
2,729
+1,577
2954
$3.21M ﹤0.01%
230,076
+149,456
2955
$3.21M ﹤0.01%
94,479
+58,384
2956
$3.21M ﹤0.01%
409,094
-78,803
2957
$3.2M ﹤0.01%
143,757
+35,520
2958
$3.2M ﹤0.01%
315,258
-166,310
2959
$3.2M ﹤0.01%
270,473
+103,284
2960
$3.19M ﹤0.01%
229,539
+71,017
2961
$3.19M ﹤0.01%
162,429
-18,955
2962
$3.19M ﹤0.01%
55,752
-848
2963
$3.18M ﹤0.01%
68,912
+49,253
2964
$3.18M ﹤0.01%
403,917
-52,879
2965
$3.18M ﹤0.01%
131,768
+59,320
2966
$3.18M ﹤0.01%
174,800
-135,071
2967
$3.17M ﹤0.01%
385,372
-443,074
2968
$3.17M ﹤0.01%
398,548
+316,420
2969
$3.17M ﹤0.01%
9,158
-2,108
2970
$3.17M ﹤0.01%
60,698
+2,568
2971
$3.15M ﹤0.01%
138,049
+18,094
2972
$3.15M ﹤0.01%
636,626
+451,387
2973
$3.15M ﹤0.01%
102,040
-254,884
2974
$3.14M ﹤0.01%
504,051
+80,575
2975
$3.14M ﹤0.01%
40,922
-13,169
117 118
119
120 121