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
2976
$3.14M ﹤0.01%
99,874
+56,584
2977
$3.14M ﹤0.01%
204,056
-15,105
2978
$3.14M ﹤0.01%
321,887
+53,761
2979
$3.13M ﹤0.01%
60,667
+48,332
2980
$3.13M ﹤0.01%
64,408
-1,292
2981
$3.12M ﹤0.01%
113,966
-95,343
2982
$3.11M ﹤0.01%
34,369
-386
2983
$3.1M ﹤0.01%
397,359
+69,918
2984
$3.1M ﹤0.01%
69,729
-2,587
2985
$3.1M ﹤0.01%
135,580
-18,821
2986
$3.1M ﹤0.01%
143,086
-19,055
2987
$3.1M ﹤0.01%
28,421
-1,701
2988
$3.1M ﹤0.01%
419,426
-7,627
2989
$3.09M ﹤0.01%
203,602
+5,688
2990
$3.09M ﹤0.01%
73,748
-1,198
2991
$3.09M ﹤0.01%
321,163
+298,595
2992
$3.09M ﹤0.01%
105,390
+74,380
2993
$3.09M ﹤0.01%
114,391
+29,565
2994
$3.08M ﹤0.01%
206,757
-156
2995
$3.07M ﹤0.01%
72,401
-33,005
2996
$3.07M ﹤0.01%
194,308
+148,601
2997
$3.07M ﹤0.01%
355,607
+58,850
2998
$3.07M ﹤0.01%
36,738
-622
2999
$3.06M ﹤0.01%
62,046
-13,463
3000
$3.06M ﹤0.01%
109,069
-10,059
118 119
120
121 122