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
3901
$982K ﹤0.01%
9,823
+1,003
3902
$981K ﹤0.01%
34,457
+30,894
3903
$980K ﹤0.01%
65,967
-1,464
3904
$980K ﹤0.01%
51,309
-12,982
3905
$979K ﹤0.01%
75,519
+35,586
3906
$979K ﹤0.01%
19,583
-3,091
3907
$979K ﹤0.01%
23,816
-561
3908
$976K ﹤0.01%
66,877
+59,615
3909
$973K ﹤0.01%
41,411
-26,902
3910
$972K ﹤0.01%
100,811
+52,162
3911
$970K ﹤0.01%
24,372
-37,376
3912
$970K ﹤0.01%
14,441
-1,114
3913
$969K ﹤0.01%
44,855
+40,934
3914
$967K ﹤0.01%
59,458
-5,500
3915
$966K ﹤0.01%
40,607
+1,559
3916
$966K ﹤0.01%
37,508
+12,887
3917
$966K ﹤0.01%
19,493
+295
3918
$965K ﹤0.01%
38,830
-36,672
3919
$965K ﹤0.01%
99,190
+7,067
3920
$965K ﹤0.01%
35,137
+34,042
3921
$964K ﹤0.01%
115,045
+2,599
3922
$964K ﹤0.01%
75,080
-85,908
3923
$960K ﹤0.01%
85,548
+29,840
3924
$954K ﹤0.01%
51,767
-37,940
3925
$954K ﹤0.01%
51,808
+1,452
155 156
157
158 159