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
4101
$752K ﹤0.01%
93,279
+89,931
4102
$752K ﹤0.01%
50,358
-15,720
4103
$750K ﹤0.01%
76,638
-192,194
4104
$750K ﹤0.01%
64,987
-96,623
4105
$749K ﹤0.01%
32,340
+2,994
4106
$748K ﹤0.01%
66,489
+5,139
4107
$747K ﹤0.01%
60,109
-22,380
4108
$745K ﹤0.01%
5,177
-696
4109
$745K ﹤0.01%
32,797
+24,983
4110
$744K ﹤0.01%
14,963
+418
4111
$743K ﹤0.01%
80,163
-25,521
4112
$743K ﹤0.01%
39,156
+38,560
4113
$743K ﹤0.01%
148,286
-24,034
4114
$737K ﹤0.01%
26,191
-9,180
4115
$737K ﹤0.01%
1,722
-5,591
4116
$737K ﹤0.01%
43,231
+13,150
4117
$732K ﹤0.01%
47,146
-427,604
4118
$731K ﹤0.01%
20,661
+6,003
4119
$731K ﹤0.01%
217,432
-1,579
4120
$730K ﹤0.01%
76,674
+58,768
4121
$729K ﹤0.01%
44,460
-58,909
4122
$729K ﹤0.01%
33,580
+23,792
4123
$727K ﹤0.01%
56,530
+47,681
4124
$726K ﹤0.01%
60,091
-3,483
4125
$723K ﹤0.01%
27,776
-8,475
163 164
165
166 167