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
4001
$866K ﹤0.01%
19,386
+422
4002
$866K ﹤0.01%
119,998
+30,149
4003
$866K ﹤0.01%
50,689
+5,474
4004
$866K ﹤0.01%
22,067
-1,331
4005
$864K ﹤0.01%
44,496
-15,387
4006
$862K ﹤0.01%
59,976
-35,501
4007
$862K ﹤0.01%
218,024
-76,724
4008
$861K ﹤0.01%
84,178
+1,149
4009
$861K ﹤0.01%
34,575
-4,217
4010
$860K ﹤0.01%
10,821
+3,349
4011
$859K ﹤0.01%
32,476
-18,760
4012
$859K ﹤0.01%
274,486
+270,424
4013
$858K ﹤0.01%
28,871
+7,630
4014
$858K ﹤0.01%
81,459
+53,415
4015
$858K ﹤0.01%
28,669
-62,612
4016
$858K ﹤0.01%
319,905
+193,436
4017
$858K ﹤0.01%
30,133
-9,143
4018
$857K ﹤0.01%
45,551
-4,591
4019
$856K ﹤0.01%
49,645
+17,357
4020
$854K ﹤0.01%
32,275
+9,654
4021
$852K ﹤0.01%
37,827
-32,142
4022
$849K ﹤0.01%
8
4023
$846K ﹤0.01%
184,012
+170,855
4024
$845K ﹤0.01%
53,623
-37,439
4025
$843K ﹤0.01%
54,964
+18,021
159 160
161
162 163