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
4651
$292K ﹤0.01%
27,825
-1,515
4652
$291K ﹤0.01%
5,060
4653
$291K ﹤0.01%
894
+232
4654
$289K ﹤0.01%
3,699
+2,338
4655
$288K ﹤0.01%
+23,392
4656
$288K ﹤0.01%
3,139
+1,733
4657
$288K ﹤0.01%
25,643
-126,924
4658
$288K ﹤0.01%
203
-20
4659
$287K ﹤0.01%
17,682
-399
4660
$286K ﹤0.01%
15,406
-275
4661
$286K ﹤0.01%
10,498
+175
4662
$286K ﹤0.01%
+109,209
4663
$286K ﹤0.01%
119,545
+16,520
4664
$285K ﹤0.01%
8,206
-20,200
4665
$285K ﹤0.01%
19,149
-6,735
4666
$285K ﹤0.01%
51,505
-462
4667
$285K ﹤0.01%
11,081
-8,547
4668
$284K ﹤0.01%
28,144
-2,033
4669
$284K ﹤0.01%
87,084
-10,768
4670
$284K ﹤0.01%
35,339
+24,852
4671
$284K ﹤0.01%
19,471
+6
4672
$283K ﹤0.01%
2,785
-5,551
4673
$281K ﹤0.01%
19,466
-1,342
4674
$281K ﹤0.01%
99,525
+23,100
4675
$281K ﹤0.01%
18,046
+6,305
185 186
187
188 189