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
4201
$639K ﹤0.01%
94,504
+68,052
4202
$638K ﹤0.01%
99,773
+37,496
4203
$638K ﹤0.01%
18,849
+9,224
4204
$638K ﹤0.01%
38,728
+16,045
4205
$637K ﹤0.01%
85,931
-25,921
4206
$637K ﹤0.01%
80,849
+34,998
4207
$636K ﹤0.01%
83,047
-77,203
4208
$635K ﹤0.01%
31,366
+2,478
4209
$635K ﹤0.01%
32,538
+652
4210
$631K ﹤0.01%
38,262
+38,185
4211
$630K ﹤0.01%
40,218
+1,072
4212
$629K ﹤0.01%
18,154
+1,342
4213
$627K ﹤0.01%
20,794
+494
4214
$626K ﹤0.01%
36,012
-3,605
4215
$626K ﹤0.01%
114,311
+70,475
4216
$626K ﹤0.01%
60
-42
4217
$626K ﹤0.01%
10,744
-9,089
4218
$625K ﹤0.01%
13,625
+3,094
4219
$625K ﹤0.01%
80,676
-11,369
4220
$625K ﹤0.01%
87,360
+5,912
4221
$625K ﹤0.01%
9,916
+5,136
4222
$624K ﹤0.01%
6,662
-3,473
4223
$623K ﹤0.01%
260,718
-735,599
4224
$620K ﹤0.01%
12,439
+1,068
4225
$618K ﹤0.01%
36,917
-27,235
167 168
169
170 171