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
3601
$1.48M ﹤0.01%
50,189
+4,529
3602
$1.48M ﹤0.01%
34,857
-31,844
3603
$1.48M ﹤0.01%
61,174
+15,772
3604
$1.48M ﹤0.01%
110,481
+102,092
3605
$1.47M ﹤0.01%
82,329
+5,491
3606
$1.47M ﹤0.01%
67,851
-9,478
3607
$1.47M ﹤0.01%
803,717
+138,896
3608
$1.47M ﹤0.01%
47,445
-37,852
3609
$1.47M ﹤0.01%
135,590
+13,672
3610
$1.46M ﹤0.01%
466,521
+20,843
3611
$1.46M ﹤0.01%
35,031
-6,237
3612
$1.46M ﹤0.01%
56,806
+26,712
3613
$1.45M ﹤0.01%
336,319
-72,456
3614
$1.44M ﹤0.01%
558
-153
3615
$1.44M ﹤0.01%
31,038
+7,006
3616
$1.44M ﹤0.01%
59,797
+38,528
3617
$1.44M ﹤0.01%
35,161
-7,507
3618
$1.43M ﹤0.01%
8,842
-618
3619
$1.43M ﹤0.01%
84,626
+12,596
3620
$1.43M ﹤0.01%
45,969
+35,664
3621
$1.43M ﹤0.01%
111,232
+108,299
3622
$1.42M ﹤0.01%
29,150
-1,954
3623
$1.42M ﹤0.01%
4,614
+1,129
3624
$1.42M ﹤0.01%
378,683
-59,813
3625
$1.42M ﹤0.01%
61,088
-61,582
143 144
145
146 147