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
3876
$1.02M ﹤0.01%
63,911
+60,871
3877
$1.02M ﹤0.01%
206,505
+113,526
3878
$1.02M ﹤0.01%
54,010
+38,931
3879
$1.02M ﹤0.01%
57,224
+28,246
3880
$1.01M ﹤0.01%
285,629
-40,868
3881
$1.01M ﹤0.01%
99,048
+16,992
3882
$1.01M ﹤0.01%
63,855
+4,650
3883
$1.01M ﹤0.01%
69,696
-1,857
3884
$1.01M ﹤0.01%
50,666
+20,651
3885
$1.01M ﹤0.01%
63,025
+46,681
3886
$1M ﹤0.01%
8,500
-40,093
3887
$1M ﹤0.01%
124,756
-28,430
3888
$1M ﹤0.01%
29,609
+6,269
3889
$1M ﹤0.01%
45,644
+3,096
3890
$1M ﹤0.01%
48,303
-8,038
3891
$1M ﹤0.01%
74,083
+895
3892
$1M ﹤0.01%
47,624
+56
3893
$999K ﹤0.01%
44,613
-639
3894
$997K ﹤0.01%
52,609
-16,406
3895
$994K ﹤0.01%
179,919
-14,154
3896
$989K ﹤0.01%
35,991
-4,133
3897
$986K ﹤0.01%
24,509
+10,739
3898
$985K ﹤0.01%
184,503
+162,009
3899
$985K ﹤0.01%
19,312
+561
3900
$983K ﹤0.01%
66,248
-12
154 155
156
157 158