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
3226
$2.35M ﹤0.01%
90,934
+14,200
3227
$2.35M ﹤0.01%
53,595
+44,654
3228
$2.35M ﹤0.01%
497,609
+133,093
3229
$2.34M ﹤0.01%
356,568
+5,816
3230
$2.34M ﹤0.01%
159,490
-141,939
3231
$2.34M ﹤0.01%
70,393
-17,788
3232
$2.34M ﹤0.01%
42,803
-88,215
3233
$2.34M ﹤0.01%
110,009
-31,518
3234
$2.33M ﹤0.01%
75,316
+16,902
3235
$2.33M ﹤0.01%
122,581
-18,952
3236
$2.33M ﹤0.01%
23,469
-13,693
3237
$2.33M ﹤0.01%
67,093
-10,148
3238
$2.33M ﹤0.01%
175,806
+19,042
3239
$2.33M ﹤0.01%
91,084
+3,524
3240
$2.32M ﹤0.01%
45,317
-917
3241
$2.32M ﹤0.01%
53,700
-95,885
3242
$2.32M ﹤0.01%
160,992
+29,474
3243
$2.32M ﹤0.01%
95,023
+29,527
3244
$2.31M ﹤0.01%
153,510
+902
3245
$2.31M ﹤0.01%
172,879
-36,746
3246
$2.31M ﹤0.01%
24,167
+508
3247
$2.3M ﹤0.01%
442,204
+115,922
3248
$2.29M ﹤0.01%
327,543
-32,497
3249
$2.29M ﹤0.01%
99,678
+68,518
3250
$2.29M ﹤0.01%
100,692
-3,847
128 129
130
131 132