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
4726
$251K ﹤0.01%
29,823
-34,542
4727
$250K ﹤0.01%
3,891
-309
4728
$250K ﹤0.01%
13,620
+229
4729
$250K ﹤0.01%
17,503
+2,656
4730
$250K ﹤0.01%
6
4731
$250K ﹤0.01%
+14,703
4732
– –
0
4733
$249K ﹤0.01%
17,139
+14,884
4734
$249K ﹤0.01%
24,388
-4
4735
$249K ﹤0.01%
15,869
-1,569
4736
$249K ﹤0.01%
3,280
+3,208
4737
$248K ﹤0.01%
145,450
-9,614
4738
$248K ﹤0.01%
55,184
+46,407
4739
$248K ﹤0.01%
39,222
-58,656
4740
$247K ﹤0.01%
13,320
-18,330
4741
$246K ﹤0.01%
30,258
-21,911
4742
$245K ﹤0.01%
101,859
-5,672
4743
$244K ﹤0.01%
18,606
+3,989
4744
$244K ﹤0.01%
21,840
4745
$244K ﹤0.01%
75,887
-96,778
4746
$243K ﹤0.01%
13,286
+488
4747
$243K ﹤0.01%
+3
4748
$242K ﹤0.01%
8,740
+799
4749
$241K ﹤0.01%
9,891
-44,865
4750
$241K ﹤0.01%
24,772
+12,359
188 189
190
191 192