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
3726
$1.26M ﹤0.01%
70,929
+16,348
3727
$1.26M ﹤0.01%
85,561
+44,011
3728
$1.25M ﹤0.01%
28,925
+6,126
3729
$1.25M ﹤0.01%
120,550
+42,530
3730
$1.25M ﹤0.01%
102,463
+97,927
3731
$1.25M ﹤0.01%
50,633
+24,447
3732
$1.25M ﹤0.01%
18,275
-35,138
3733
$1.25M ﹤0.01%
315,218
+257,555
3734
$1.25M ﹤0.01%
126,530
+99,848
3735
$1.25M ﹤0.01%
78,139
-20,937
3736
$1.25M ﹤0.01%
29,277
-9,668
3737
$1.25M ﹤0.01%
179,469
-6,817
3738
$1.24M ﹤0.01%
119,393
-1,580
3739
$1.24M ﹤0.01%
234,956
+79,205
3740
$1.24M ﹤0.01%
51,064
+6,225
3741
$1.24M ﹤0.01%
412,859
-422,333
3742
$1.24M ﹤0.01%
74,826
-6,587
3743
$1.23M ﹤0.01%
105,276
+17,007
3744
$1.23M ﹤0.01%
67,159
-1,259,027
3745
$1.23M ﹤0.01%
102,249
-12,094
3746
$1.23M ﹤0.01%
52,254
+46,496
3747
$1.23M ﹤0.01%
150,930
+17,171
3748
$1.23M ﹤0.01%
852
+42
3749
$1.23M ﹤0.01%
90,037
+14,841
3750
$1.22M ﹤0.01%
100,721
+60,668
148 149
150
151 152