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
4426
$434K ﹤0.01%
228,800
+36,494
4427
$433K ﹤0.01%
30,969
+8,029
4428
$433K ﹤0.01%
22,678
-207
4429
$431K ﹤0.01%
14,477
-37,736
4430
$429K ﹤0.01%
182,472
+1,194
4431
$426K ﹤0.01%
43,391
+7,090
4432
$423K ﹤0.01%
21,106
+2,100
4433
$423K ﹤0.01%
3,492
+708
4434
$421K ﹤0.01%
149,510
+104,849
4435
$420K ﹤0.01%
5,273
+65
4436
$420K ﹤0.01%
29,054
+18,723
4437
$419K ﹤0.01%
37,808
-87,912
4438
$419K ﹤0.01%
30,003
+5,660
4439
$419K ﹤0.01%
10,584
-6,293
4440
$419K ﹤0.01%
76,731
+28,528
4441
$419K ﹤0.01%
35,257
+4,686
4442
$417K ﹤0.01%
+4,267
4443
$417K ﹤0.01%
21,827
+1,286
4444
$417K ﹤0.01%
100
+36
4445
$416K ﹤0.01%
16,761
+6,725
4446
$415K ﹤0.01%
23,254
+7,114
4447
$414K ﹤0.01%
26,587
-16,780
4448
$414K ﹤0.01%
39,123
+13,263
4449
$414K ﹤0.01%
33,282
-18,744
4450
$413K ﹤0.01%
10,436
+1,679
176 177
178
179 180