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
4476
$398K ﹤0.01%
4,775
-26,377
4477
$398K ﹤0.01%
32,956
+3,670
4478
$398K ﹤0.01%
8,376
-209
4479
$397K ﹤0.01%
13,817
-1,095
4480
$394K ﹤0.01%
8,411
-7,310
4481
$393K ﹤0.01%
57,465
-19,873
4482
$393K ﹤0.01%
25,725
-3,344
4483
$393K ﹤0.01%
22,721
4484
$393K ﹤0.01%
48,023
-2,204
4485
$392K ﹤0.01%
15,647
+9,904
4486
$389K ﹤0.01%
12,017
-39,165
4487
$389K ﹤0.01%
193,599
+191,984
4488
$388K ﹤0.01%
25,957
-33,166
4489
$388K ﹤0.01%
32,896
-38,757
4490
$387K ﹤0.01%
807
+86
4491
$386K ﹤0.01%
20,546
-11,927
4492
$386K ﹤0.01%
21,261
+1,465
4493
$386K ﹤0.01%
27,009
-32,475
4494
$385K ﹤0.01%
26,030
-14,820
4495
$385K ﹤0.01%
6,331
-967
4496
$383K ﹤0.01%
8,079
+3,065
4497
$382K ﹤0.01%
14,908
-135,018
4498
$382K ﹤0.01%
70,484
+17,170
4499
$380K ﹤0.01%
59,149
-35,145
4500
$380K ﹤0.01%
22,186
-27,268
178 179
180
181 182