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
4176
$673K ﹤0.01%
92,306
-292,054
4177
$672K ﹤0.01%
180,573
4178
$671K ﹤0.01%
27,496
+7,582
4179
$670K ﹤0.01%
9,310
+2,981
4180
$669K ﹤0.01%
46,401
-4,829
4181
$668K ﹤0.01%
10,124
+7,952
4182
$668K ﹤0.01%
78,149
+20,739
4183
$667K ﹤0.01%
109,067
-1,791,046
4184
$666K ﹤0.01%
+13,239
4185
$665K ﹤0.01%
200,340
-74,999
4186
$662K ﹤0.01%
44,742
+1,542
4187
$661K ﹤0.01%
11,121
-1,791
4188
$660K ﹤0.01%
44,820
+4,361
4189
$660K ﹤0.01%
29,627
-7,995
4190
$660K ﹤0.01%
41,798
+2,190
4191
$657K ﹤0.01%
128,598
-151,510
4192
$654K ﹤0.01%
36,369
-2,233
4193
$654K ﹤0.01%
77,359
+3,828
4194
$654K ﹤0.01%
23,976
-4,482
4195
$653K ﹤0.01%
8,999
+6,173
4196
$653K ﹤0.01%
70,555
+8,567
4197
$651K ﹤0.01%
30,102
+10,824
4198
$650K ﹤0.01%
35,240
-7,916
4199
$649K ﹤0.01%
91,417
-65,601
4200
$640K ﹤0.01%
25,667
-6,233
166 167
168
169 170