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
4151
$694K ﹤0.01%
20,755
-1,517
4152
$694K ﹤0.01%
25,877
-15,636
4153
$693K ﹤0.01%
850
-796
4154
$692K ﹤0.01%
12,848
-20,637
4155
$692K ﹤0.01%
171,902
+115,366
4156
$690K ﹤0.01%
48,672
+35,979
4157
$690K ﹤0.01%
30,094
+21,198
4158
$690K ﹤0.01%
58,134
-89,912
4159
$690K ﹤0.01%
22,594
-777
4160
$688K ﹤0.01%
488,546
-173,810
4161
$685K ﹤0.01%
30,308
+20,058
4162
$684K ﹤0.01%
31,197
-1,004
4163
$684K ﹤0.01%
57,808
-31,909
4164
$684K ﹤0.01%
50,957
-3,455
4165
$683K ﹤0.01%
147,931
-42,548
4166
$680K ﹤0.01%
27,396
-5,244
4167
$679K ﹤0.01%
28,695
-7,161
4168
$677K ﹤0.01%
37,868
-533
4169
$677K ﹤0.01%
32,847
-24,444
4170
$676K ﹤0.01%
47,105
+31,926
4171
$676K ﹤0.01%
11,043
-33,592
4172
$676K ﹤0.01%
62,566
+6,524
4173
$675K ﹤0.01%
34,365
-141,456
4174
$675K ﹤0.01%
64,367
-33,127
4175
$674K ﹤0.01%
143,059
-27,387
165 166
167
168 169