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
4351
$484K ﹤0.01%
59,816
-27,144
4352
$484K ﹤0.01%
7,056
-7,189
4353
$483K ﹤0.01%
81,886
+25,350
4354
$483K ﹤0.01%
18,974
+4,382
4355
$483K ﹤0.01%
18,184
-2,526
4356
$481K ﹤0.01%
12,659
+12,335
4357
$479K ﹤0.01%
156,936
-10,837
4358
$478K ﹤0.01%
22,070
+12,194
4359
$477K ﹤0.01%
26,690
-18,376
4360
$477K ﹤0.01%
67,957
+4,056
4361
$476K ﹤0.01%
12,212
-1,246
4362
$475K ﹤0.01%
16,816
+5,034
4363
$474K ﹤0.01%
107,160
-1,234
4364
$474K ﹤0.01%
32,110
-60,929
4365
$473K ﹤0.01%
34,539
-450
4366
$473K ﹤0.01%
7,681
+82
4367
$472K ﹤0.01%
11,470
-3,081
4368
$470K ﹤0.01%
26,282
-3,732
4369
$469K ﹤0.01%
9,360
+7,506
4370
$469K ﹤0.01%
43,517
+32,297
4371
$469K ﹤0.01%
204,804
+5,934
4372
$469K ﹤0.01%
7,889
-23,141
4373
$468K ﹤0.01%
4,756
-441
4374
$468K ﹤0.01%
33,554
+1,000
4375
$467K ﹤0.01%
11,918
-5,116
173 174
175
176 177