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
3001
$3.06M ﹤0.01%
88,962
+19,440
3002
$3.06M ﹤0.01%
650,726
-104,610
3003
$3.05M ﹤0.01%
219,209
+100,872
3004
$3.05M ﹤0.01%
70,526
+11,550
3005
$3.04M ﹤0.01%
552,680
-3,375
3006
$3.04M ﹤0.01%
269,902
+7,745
3007
$3.04M ﹤0.01%
39,449
-9,883
3008
$3.04M ﹤0.01%
171,848
+11,326
3009
$3.03M ﹤0.01%
224,534
-31,878
3010
$3.03M ﹤0.01%
126,789
+39,361
3011
$3.02M ﹤0.01%
139,219
+109,022
3012
$3.01M ﹤0.01%
86,584
-25,437
3013
$3.01M ﹤0.01%
125,346
+113,695
3014
$3.01M ﹤0.01%
59,688
-4,502
3015
$3.01M ﹤0.01%
178,074
-13,196
3016
$3.01M ﹤0.01%
69,909
+44,399
3017
$3.01M ﹤0.01%
+204,973
3018
$3M ﹤0.01%
164,431
+139,655
3019
$3M ﹤0.01%
136,122
-44,641
3020
$3M ﹤0.01%
229,143
+5,198
3021
$3M ﹤0.01%
272,390
-84,338
3022
$3M ﹤0.01%
44,965
-8,531
3023
$2.99M ﹤0.01%
159,663
-2,181
3024
$2.99M ﹤0.01%
126,664
+69,816
3025
$2.98M ﹤0.01%
107,013
-2,630
119 120
121
122 123