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
3676
$1.33M ﹤0.01%
183,430
+178,408
3677
$1.33M ﹤0.01%
83,353
+726
3678
$1.32M ﹤0.01%
251,971
+31,944
3679
$1.32M ﹤0.01%
240,144
+131,755
3680
$1.32M ﹤0.01%
339,608
+29,492
3681
$1.32M ﹤0.01%
66,859
+38,756
3682
$1.32M ﹤0.01%
50,686
-38,564
3683
$1.32M ﹤0.01%
19,457
-2,069
3684
$1.31M ﹤0.01%
91,011
-19,202
3685
$1.31M ﹤0.01%
83,911
+40,665
3686
$1.31M ﹤0.01%
100,755
+67,916
3687
$1.31M ﹤0.01%
82,861
-13,969
3688
$1.3M ﹤0.01%
117,606
+100,350
3689
$1.3M ﹤0.01%
90,014
+26,591
3690
$1.3M ﹤0.01%
64,780
+60,006
3691
$1.3M ﹤0.01%
75,932
+22,290
3692
$1.3M ﹤0.01%
71,470
-10,771
3693
$1.3M ﹤0.01%
52,517
-2,029
3694
$1.3M ﹤0.01%
37,308
-49,650
3695
$1.29M ﹤0.01%
451
-128
3696
$1.29M ﹤0.01%
109,765
+3,900
3697
$1.29M ﹤0.01%
45,081
+2,080
3698
$1.29M ﹤0.01%
25,051
+900
3699
$1.29M ﹤0.01%
16,829
+12,740
3700
$1.29M ﹤0.01%
155,320
-66,864
146 147
148
149 150