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
4126
$723K ﹤0.01%
87,055
+70,693
4127
$720K ﹤0.01%
71,482
+12,115
4128
$718K ﹤0.01%
13,977
-4,897
4129
$718K ﹤0.01%
6,193
-3,627
4130
$717K ﹤0.01%
13,886
-53
4131
$717K ﹤0.01%
20,324
-18,941
4132
$717K ﹤0.01%
54,556
-40,821
4133
$712K ﹤0.01%
47,883
+4,442
4134
$711K ﹤0.01%
62,688
+37,578
4135
$711K ﹤0.01%
67,212
+20,588
4136
$710K ﹤0.01%
38,385
-162,930
4137
$708K ﹤0.01%
113,720
-80,381
4138
$708K ﹤0.01%
40,764
+30,283
4139
$707K ﹤0.01%
23,137
+2,879
4140
$707K ﹤0.01%
66,626
-40,360
4141
$706K ﹤0.01%
30,299
+1,285
4142
$705K ﹤0.01%
41,717
+22,499
4143
$703K ﹤0.01%
178,160
+4,820
4144
$702K ﹤0.01%
14,695
+10,131
4145
$702K ﹤0.01%
29,652
-39
4146
$701K ﹤0.01%
52,592
+36,311
4147
$701K ﹤0.01%
15,867
-12,678
4148
$699K ﹤0.01%
27,420
+4,219
4149
$699K ﹤0.01%
109,493
+46,617
4150
$696K ﹤0.01%
39,296
-1,291
164 165
166
167 168