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
4626
$304K ﹤0.01%
13,889
-37,188
4627
$303K ﹤0.01%
20,984
-1,351
4628
$303K ﹤0.01%
34,357
+22,295
4629
$302K ﹤0.01%
82,840
-56,540
4630
$302K ﹤0.01%
44,904
-27,368
4631
$302K ﹤0.01%
23,180
-746
4632
$302K ﹤0.01%
18,410
+1,525
4633
$301K ﹤0.01%
12,636
-26,430
4634
$301K ﹤0.01%
11,486
-7,918
4635
$300K ﹤0.01%
123,258
+5,000
4636
$300K ﹤0.01%
1,169
-3
4637
$299K ﹤0.01%
25,102
+4,156
4638
$299K ﹤0.01%
2,432
-605
4639
$299K ﹤0.01%
13,732
-6,984
4640
$298K ﹤0.01%
6,912
+3,294
4641
$298K ﹤0.01%
22,482
-54,299
4642
$298K ﹤0.01%
40,852
-7,364
4643
$298K ﹤0.01%
50,272
-2,500
4644
$297K ﹤0.01%
15,473
-740
4645
$297K ﹤0.01%
100,036
-37,698
4646
$297K ﹤0.01%
7,536
+361
4647
$296K ﹤0.01%
17,940
-921
4648
$295K ﹤0.01%
15,178
-1,894
4649
$294K ﹤0.01%
15,949
+5,205
4650
$294K ﹤0.01%
50,291
-70,725
184 185
186
187 188