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
3826
$1.1M ﹤0.01%
54,041
-26,358
3827
$1.1M ﹤0.01%
42,897
+3,508
3828
$1.1M ﹤0.01%
100,710
-4,437
3829
$1.1M ﹤0.01%
205,738
+136,406
3830
$1.09M ﹤0.01%
100,752
+30,463
3831
$1.09M ﹤0.01%
23,108
+571
3832
$1.09M ﹤0.01%
95,599
+17,143
3833
$1.09M ﹤0.01%
78,864
-7,807
3834
$1.09M ﹤0.01%
43,557
-33,535
3835
$1.09M ﹤0.01%
70,523
+69,570
3836
$1.08M ﹤0.01%
80,620
-93,030
3837
$1.08M ﹤0.01%
43,888
-27,024
3838
$1.08M ﹤0.01%
32,972
+4,245
3839
$1.08M ﹤0.01%
79,559
-59,685
3840
$1.08M ﹤0.01%
5,832
+204
3841
$1.08M ﹤0.01%
148,425
-49,565
3842
$1.08M ﹤0.01%
166,683
+119,682
3843
$1.08M ﹤0.01%
78,784
-20,290
3844
$1.08M ﹤0.01%
76,635
-55,626
3845
$1.07M ﹤0.01%
91,410
-43,834
3846
$1.07M ﹤0.01%
72,673
+9,383
3847
$1.07M ﹤0.01%
76,088
-12,892
3848
$1.07M ﹤0.01%
296,173
+45,681
3849
$1.07M ﹤0.01%
45,333
-5,274
3850
$1.07M ﹤0.01%
3,969
+214
152 153
154
155 156