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
3576
$1.52M ﹤0.01%
613,263
+126,992
3577
$1.52M ﹤0.01%
163,482
+44,337
3578
$1.52M ﹤0.01%
300,162
-60,134
3579
$1.52M ﹤0.01%
74,814
+31,282
3580
$1.51M ﹤0.01%
129,610
+84,183
3581
$1.51M ﹤0.01%
58,154
+51,946
3582
$1.51M ﹤0.01%
120,709
+3,697
3583
$1.51M ﹤0.01%
71,215
+12,146
3584
$1.51M ﹤0.01%
49,626
+41,468
3585
$1.51M ﹤0.01%
172,743
+16,924
3586
$1.51M ﹤0.01%
99,434
+48,402
3587
$1.51M ﹤0.01%
163,673
-33,804
3588
$1.5M ﹤0.01%
54,009
+10,807
3589
$1.5M ﹤0.01%
432,831
+165,470
3590
$1.5M ﹤0.01%
74,599
+4,251
3591
$1.5M ﹤0.01%
37,568
-138,206
3592
$1.49M ﹤0.01%
28,281
-36,704
3593
$1.49M ﹤0.01%
82,260
+6,336
3594
$1.49M ﹤0.01%
1,073,378
+715,780
3595
$1.49M ﹤0.01%
95,018
-16,816
3596
$1.49M ﹤0.01%
62,334
-32,784
3597
$1.49M ﹤0.01%
61,365
+8,741
3598
$1.48M ﹤0.01%
57,664
+2,552
3599
$1.48M ﹤0.01%
161,092
+20,506
3600
$1.48M ﹤0.01%
21,331
+13,218
142 143
144
145 146