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
4676
$281K ﹤0.01%
32,500
-10,078
4677
$279K ﹤0.01%
11,053
-18,201
4678
$276K ﹤0.01%
6,248
-5,458
4679
$275K ﹤0.01%
34,010
-78,334
4680
$275K ﹤0.01%
14,300
-3,740
4681
$275K ﹤0.01%
118,805
+41,605
4682
$275K ﹤0.01%
12,028
+9,714
4683
$275K ﹤0.01%
10,145
+700
4684
$274K ﹤0.01%
18,178
-3,706
4685
$274K ﹤0.01%
10,907
-40,557
4686
$274K ﹤0.01%
260,158
-4,356
4687
$273K ﹤0.01%
18,226
-114,776
4688
$272K ﹤0.01%
13,180
-400
4689
$271K ﹤0.01%
34,275
-88
4690
$271K ﹤0.01%
24,936
-3,310
4691
$271K ﹤0.01%
45,951
+10,638
4692
$270K ﹤0.01%
62,100
+500
4693
$270K ﹤0.01%
10,819
+1,597
4694
$270K ﹤0.01%
10,923
+463
4695
$268K ﹤0.01%
525
+18
4696
$268K ﹤0.01%
46,342
-21,616
4697
$268K ﹤0.01%
14,862
+1,041
4698
$268K ﹤0.01%
19,200
+18,400
4699
$266K ﹤0.01%
5,683
-5,833
4700
$265K ﹤0.01%
49,001
+3,960
186 187
188
189 190