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
3251
$2.29M ﹤0.01%
8,626
-1,234
3252
$2.28M ﹤0.01%
80,774
+4,034
3253
$2.28M ﹤0.01%
34,596
+13,652
3254
$2.27M ﹤0.01%
178,856
-39,305
3255
$2.27M ﹤0.01%
198,843
-20,556
3256
$2.27M ﹤0.01%
49,269
-68,493
3257
$2.27M ﹤0.01%
44,025
+43,668
3258
$2.27M ﹤0.01%
46,014
-58
3259
$2.27M ﹤0.01%
245,139
-394,257
3260
$2.27M ﹤0.01%
67,058
+5,469
3261
$2.26M ﹤0.01%
48,192
+48,007
3262
$2.26M ﹤0.01%
151,620
+540
3263
$2.25M ﹤0.01%
218,101
-298,167
3264
$2.25M ﹤0.01%
45,002
-44,528
3265
$2.25M ﹤0.01%
83,748
-43,279
3266
$2.25M ﹤0.01%
117,695
+100,200
3267
$2.24M ﹤0.01%
204,886
-373,269
3268
$2.24M ﹤0.01%
61,269
+13,127
3269
$2.23M ﹤0.01%
73,086
+55,103
3270
$2.23M ﹤0.01%
34,910
-13,775
3271
$2.23M ﹤0.01%
155,857
+97,147
3272
$2.23M ﹤0.01%
59,057
+4,514
3273
$2.22M ﹤0.01%
42,590
+2,240
3274
$2.22M ﹤0.01%
397,518
-209,830
3275
$2.22M ﹤0.01%
189,963
-35,260
129 130
131
132 133