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
4451
$413K ﹤0.01%
13,149
-510
4452
$412K ﹤0.01%
9,386
-78
4453
$411K ﹤0.01%
22,804
+13,546
4454
$411K ﹤0.01%
4,969
-50,825
4455
$411K ﹤0.01%
9,942
-43,024
4456
$411K ﹤0.01%
37,107
+13,506
4457
$411K ﹤0.01%
24,681
-24,276
4458
$410K ﹤0.01%
52,027
+13,144
4459
$410K ﹤0.01%
+29,882
4460
$409K ﹤0.01%
8,084
+1,899
4461
$409K ﹤0.01%
23,786
-3,717
4462
$408K ﹤0.01%
29,800
+9,940
4463
$406K ﹤0.01%
30,957
-31,678
4464
$406K ﹤0.01%
16,075
+6,255
4465
$404K ﹤0.01%
31,091
+19,212
4466
$404K ﹤0.01%
47,197
+18,887
4467
$403K ﹤0.01%
46,501
+14,860
4468
$403K ﹤0.01%
+15,232
4469
$403K ﹤0.01%
16,605
-5,032
4470
$401K ﹤0.01%
6,320
-192,953
4471
$401K ﹤0.01%
294
+88
4472
$401K ﹤0.01%
52,203
+45,736
4473
$401K ﹤0.01%
8,811
-304
4474
$400K ﹤0.01%
20,025
+9,879
4475
$399K ﹤0.01%
975
+935
177 178
179
180 181