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
4776
$226K ﹤0.01%
14,508
-1,500
4777
$225K ﹤0.01%
38,745
+1,280
4778
$224K ﹤0.01%
13,027
-2,998
4779
$224K ﹤0.01%
5,031
+2,955
4780
$224K ﹤0.01%
11,364
-11,224
4781
$224K ﹤0.01%
9,696
-16,637
4782
$223K ﹤0.01%
9,832
+4,344
4783
$223K ﹤0.01%
3,504
-219
4784
$223K ﹤0.01%
13,190
+4,965
4785
$222K ﹤0.01%
22,983
-657,235
4786
$221K ﹤0.01%
49,085
+36,600
4787
$221K ﹤0.01%
12,603
+1,084
4788
$221K ﹤0.01%
25,051
+15
4789
$221K ﹤0.01%
16,933
+16,833
4790
$220K ﹤0.01%
13,347
-2,472
4791
$219K ﹤0.01%
20,302
-34,351
4792
$219K ﹤0.01%
4,364
-17,060
4793
$219K ﹤0.01%
92,892
-60,052
4794
$218K ﹤0.01%
8,651
+7,789
4795
$218K ﹤0.01%
23,110
-6,870
4796
$218K ﹤0.01%
5,038
+95
4797
$217K ﹤0.01%
26,526
-188,629
4798
$217K ﹤0.01%
6,929
+361
4799
$217K ﹤0.01%
5,540
-445
4800
$217K ﹤0.01%
14,624
-5,154
190 191
192
193 194