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
4301
$536K ﹤0.01%
32,536
-68,737
4302
$536K ﹤0.01%
34,180
+3,055
4303
$536K ﹤0.01%
37,454
+28,037
4304
$534K ﹤0.01%
28,504
-12,116
4305
$534K ﹤0.01%
26,822
+3,715
4306
$531K ﹤0.01%
36,668
+6,492
4307
$531K ﹤0.01%
117,787
-123,238
4308
$530K ﹤0.01%
49,919
+4,143
4309
$529K ﹤0.01%
11,296
+5,539
4310
$529K ﹤0.01%
36,114
+3,251
4311
$528K ﹤0.01%
69,216
-9,174
4312
$527K ﹤0.01%
22,857
-4,364
4313
$526K ﹤0.01%
15,383
-82,451
4314
$525K ﹤0.01%
28,276
-4,558
4315
$524K ﹤0.01%
35,907
+227
4316
$522K ﹤0.01%
35,235
-21,900
4317
$522K ﹤0.01%
16,658
+441
4318
$520K ﹤0.01%
21,390
-10,206
4319
$517K ﹤0.01%
8,674
-395
4320
$516K ﹤0.01%
26,331
-18,779
4321
$516K ﹤0.01%
48,244
-10,795
4322
$516K ﹤0.01%
225,193
-3,250
4323
$514K ﹤0.01%
130,149
+101,328
4324
$511K ﹤0.01%
30,635
+1,577
4325
$510K ﹤0.01%
21,237
-595
171 172
173
174 175