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
4026
$843K ﹤0.01%
39,192
+31,257
4027
$841K ﹤0.01%
29,136
-11,012
4028
$839K ﹤0.01%
38,750
-2,996
4029
$839K ﹤0.01%
88,288
+80,101
4030
$836K ﹤0.01%
34,566
+478
4031
$835K ﹤0.01%
41,879
-18,199
4032
$835K ﹤0.01%
13,972
-182,697
4033
$833K ﹤0.01%
40,083
-273,209
4034
$832K ﹤0.01%
119
+38
4035
$832K ﹤0.01%
57
-28
4036
$831K ﹤0.01%
23,556
-44,409
4037
$830K ﹤0.01%
36,163
-13,840
4038
$828K ﹤0.01%
117,884
+24,898
4039
$825K ﹤0.01%
58,500
+10,948
4040
$824K ﹤0.01%
13,949
-1,009
4041
$822K ﹤0.01%
150,221
-89,831
4042
$822K ﹤0.01%
46,472
-4,955
4043
$821K ﹤0.01%
428,004
+397,889
4044
$819K ﹤0.01%
45,176
-10
4045
$818K ﹤0.01%
51,854
+48,425
4046
$817K ﹤0.01%
49,317
+1,137
4047
$814K ﹤0.01%
25,193
+21,230
4048
$813K ﹤0.01%
45,671
+6,148
4049
$810K ﹤0.01%
105,004
+18,617
4050
$808K ﹤0.01%
73,463
+69,252
160 161
162
163 164