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
4251
$590K ﹤0.01%
54,015
-4,323
4252
$586K ﹤0.01%
4,905
-4,757
4253
$585K ﹤0.01%
8,767
+2,980
4254
$583K ﹤0.01%
3,518
-2,801
4255
$582K ﹤0.01%
40,095
+6,391
4256
$582K ﹤0.01%
19,547
-25,455
4257
$581K ﹤0.01%
13,455
-1,872
4258
$579K ﹤0.01%
12,150
-5,224
4259
$577K ﹤0.01%
5,516
-6,760
4260
$577K ﹤0.01%
14,345
-168,774
4261
$576K ﹤0.01%
6,272
+224
4262
$574K ﹤0.01%
115,426
+297
4263
$572K ﹤0.01%
185,804
+173,444
4264
$572K ﹤0.01%
45,274
+10,131
4265
$572K ﹤0.01%
214,100
+82,100
4266
$571K ﹤0.01%
34,177
+6,734
4267
$571K ﹤0.01%
87,235
+634
4268
$570K ﹤0.01%
19,606
-24,346
4269
$570K ﹤0.01%
43,614
-18,516
4270
$570K ﹤0.01%
42,853
+5,980
4271
$569K ﹤0.01%
42,385
+7,750
4272
$568K ﹤0.01%
7,146
-1,263
4273
$566K ﹤0.01%
14,086
-2,176
4274
$562K ﹤0.01%
9,312
-3,838
4275
$562K ﹤0.01%
263,600
+60,867
169 170
171
172 173