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
3976
$895K ﹤0.01%
25,632
-18,475
3977
$892K ﹤0.01%
40,548
-41,544
3978
$890K ﹤0.01%
236,052
-11,094
3979
$890K ﹤0.01%
13,930
-483
3980
$890K ﹤0.01%
15,626
+6,687
3981
$888K ﹤0.01%
26,608
-979
3982
$885K ﹤0.01%
19,425
+6,692
3983
$885K ﹤0.01%
41,122
-3,977
3984
$882K ﹤0.01%
9,988
+4,655
3985
$880K ﹤0.01%
30,835
+325
3986
$880K ﹤0.01%
86,168
-6,468
3987
$880K ﹤0.01%
16,377
+735
3988
$879K ﹤0.01%
40,325
+441
3989
$878K ﹤0.01%
197,328
-405,504
3990
$878K ﹤0.01%
20,718
-5,519
3991
$877K ﹤0.01%
53,947
+3,132
3992
$876K ﹤0.01%
48,511
+3,448
3993
$874K ﹤0.01%
53,637
-13,342
3994
$873K ﹤0.01%
860
+525
3995
$873K ﹤0.01%
27,969
-1,809
3996
$871K ﹤0.01%
21,292
+19,554
3997
$870K ﹤0.01%
96,459
-43,917
3998
$870K ﹤0.01%
30,574
+5,254
3999
$869K ﹤0.01%
54,675
-13,321
4000
$869K ﹤0.01%
141,468
-281,807
158 159
160
161 162