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
4551
$344K ﹤0.01%
17,679
-2,583
4552
$344K ﹤0.01%
6,767
+1,686
4553
$343K ﹤0.01%
11,532
-8,906
4554
$342K ﹤0.01%
27,536
-7,097
4555
$342K ﹤0.01%
92,882
+67,004
4556
$341K ﹤0.01%
17,302
+3,750
4557
$341K ﹤0.01%
38,612
+2,601
4558
$339K ﹤0.01%
11,144
+5,325
4559
$338K ﹤0.01%
23,433
+1,300
4560
$338K ﹤0.01%
24,498
+4,397
4561
$336K ﹤0.01%
16,036
+5,627
4562
$336K ﹤0.01%
13,254
+7,168
4563
$335K ﹤0.01%
24,457
+5,434
4564
$335K ﹤0.01%
7,406
-1,657
4565
$334K ﹤0.01%
17,823
4566
$334K ﹤0.01%
3,554
+1,384
4567
$333K ﹤0.01%
18,203
+183
4568
$333K ﹤0.01%
30,962
-43,720
4569
$333K ﹤0.01%
95,299
-96,973
4570
$333K ﹤0.01%
26,458
+522
4571
$332K ﹤0.01%
75,605
+31,577
4572
$332K ﹤0.01%
10,146
-988
4573
$331K ﹤0.01%
19,045
-435
4574
$331K ﹤0.01%
27,733
-59,411
4575
$330K ﹤0.01%
23,652
+22,278
181 182
183
184 185