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
4826
$206K ﹤0.01%
14,333
-1,731
4827
$206K ﹤0.01%
29,191
-60,480
4828
$205K ﹤0.01%
6,402
-371
4829
$205K ﹤0.01%
72,337
-8,525
4830
$205K ﹤0.01%
16,393
-30,715
4831
$205K ﹤0.01%
5,534
-1,313
4832
$203K ﹤0.01%
12,606
-500
4833
$202K ﹤0.01%
6,447
-5,807
4834
$202K ﹤0.01%
5,572
+2
4835
$201K ﹤0.01%
71,994
+70,656
4836
$201K ﹤0.01%
4,122
+400
4837
$200K ﹤0.01%
4,465
-5,311
4838
$200K ﹤0.01%
8,494
-2,232
4839
$200K ﹤0.01%
16,402
-11,909
4840
$200K ﹤0.01%
31,078
-7,605
4841
$199K ﹤0.01%
11,870
+802
4842
$199K ﹤0.01%
77,572
-24,253
4843
$199K ﹤0.01%
21,350
+1,499
4844
$198K ﹤0.01%
1,273
+179
4845
$198K ﹤0.01%
37,684
-47,045
4846
$198K ﹤0.01%
22,049
+4,925
4847
$197K ﹤0.01%
13
-4
4848
$197K ﹤0.01%
31,793
-5,219
4849
$196K ﹤0.01%
8,926
+2,044
4850
$196K ﹤0.01%
19,584
-37,746
192 193
194
195 196