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
3776
$1.18M ﹤0.01%
71,352
+15,124
3777
$1.18M ﹤0.01%
18,060
-3,996
3778
$1.18M ﹤0.01%
62,993
+18,706
3779
$1.18M ﹤0.01%
80,254
+73,422
3780
$1.18M ﹤0.01%
86,425
-7,347
3781
$1.17M ﹤0.01%
35,389
-5,071
3782
$1.17M ﹤0.01%
113,341
-10,291
3783
$1.17M ﹤0.01%
91,444
+17,411
3784
$1.16M ﹤0.01%
29,108
-68,876
3785
$1.16M ﹤0.01%
48,043
-100,073
3786
$1.16M ﹤0.01%
70,935
-1,879
3787
$1.16M ﹤0.01%
25,412
+549
3788
$1.16M ﹤0.01%
28,097
-8,627
3789
$1.16M ﹤0.01%
120,268
-11,325
3790
$1.16M ﹤0.01%
73,812
-9,927
3791
$1.15M ﹤0.01%
217
+22
3792
$1.15M ﹤0.01%
44,379
-32,469
3793
$1.15M ﹤0.01%
34,484
+9,962
3794
$1.15M ﹤0.01%
302,107
+137,350
3795
$1.15M ﹤0.01%
61,252
-97,338
3796
$1.15M ﹤0.01%
32,248
-353
3797
$1.15M ﹤0.01%
119,628
+5,109
3798
$1.15M ﹤0.01%
45,146
-910
3799
$1.15M ﹤0.01%
25,191
+6,130
3800
$1.15M ﹤0.01%
94,900
-78,241
150 151
152
153 154