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
3626
$1.42M ﹤0.01%
273,660
-231,557
3627
$1.42M ﹤0.01%
280,234
-11,377
3628
$1.42M ﹤0.01%
156,330
+15,472
3629
$1.42M ﹤0.01%
28,776
+867
3630
$1.41M ﹤0.01%
118,065
+31,563
3631
$1.41M ﹤0.01%
29,785
-29,370
3632
$1.41M ﹤0.01%
143,853
-266,390
3633
$1.41M ﹤0.01%
45,182
+27,476
3634
$1.41M ﹤0.01%
38,119
+30,143
3635
$1.41M ﹤0.01%
141,650
-38,450
3636
$1.41M ﹤0.01%
50,281
+4,543
3637
$1.41M ﹤0.01%
11,280
+10,584
3638
$1.4M ﹤0.01%
103,389
-32,782
3639
$1.4M ﹤0.01%
189,931
+58,833
3640
$1.4M ﹤0.01%
94,918
+27,912
3641
$1.4M ﹤0.01%
53,478
+35,313
3642
$1.4M ﹤0.01%
193,662
+104,694
3643
$1.39M ﹤0.01%
101,255
-102,648
3644
$1.39M ﹤0.01%
200,586
+20,692
3645
$1.39M ﹤0.01%
28,827
-10,121
3646
$1.38M ﹤0.01%
64,184
-20,734
3647
$1.38M ﹤0.01%
129,389
-252,817
3648
$1.38M ﹤0.01%
36,865
-16,556
3649
$1.37M ﹤0.01%
30,634
-1,667
3650
$1.37M ﹤0.01%
26,589
+9,115
144 145
146
147 148