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
4701
$264K ﹤0.01%
17,691
+2,778
4702
$264K ﹤0.01%
18,507
+7,007
4703
$263K ﹤0.01%
18,667
+1,692
4704
$263K ﹤0.01%
89,751
-115,717
4705
$262K ﹤0.01%
10,795
-5,593
4706
$261K ﹤0.01%
11,856
-59,433
4707
$261K ﹤0.01%
6,281
+451
4708
$259K ﹤0.01%
30,766
+21,649
4709
$259K ﹤0.01%
13,541
+9,158
4710
$259K ﹤0.01%
32,027
-2,066
4711
$258K ﹤0.01%
114,465
+14,186
4712
$258K ﹤0.01%
16,200
4713
$257K ﹤0.01%
6,384
+498
4714
$257K ﹤0.01%
69,301
+26,301
4715
$256K ﹤0.01%
25,317
+16,506
4716
$256K ﹤0.01%
9,486
-11,829
4717
$256K ﹤0.01%
3,528
-2,161
4718
$255K ﹤0.01%
9,134
+911
4719
$254K ﹤0.01%
10,665
-13,022
4720
$253K ﹤0.01%
+7,425
4721
$253K ﹤0.01%
3,150
+386
4722
$253K ﹤0.01%
11,683
+8,578
4723
$253K ﹤0.01%
15,285
-280
4724
$253K ﹤0.01%
38,778
+36,411
4725
$251K ﹤0.01%
8,150
-900
187 188
189
190 191