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
4876
$186K ﹤0.01%
7,534
-2,697
4877
$185K ﹤0.01%
662
+108
4878
$185K ﹤0.01%
87,470
-58,110
4879
$185K ﹤0.01%
13,411
4880
$185K ﹤0.01%
6,440
-8,894
4881
$185K ﹤0.01%
7,336
-26,597
4882
$185K ﹤0.01%
225,875
+100,762
4883
$184K ﹤0.01%
48,782
+3,052
4884
$183K ﹤0.01%
13,435
-9,119
4885
$183K ﹤0.01%
5,969
-50,429
4886
$183K ﹤0.01%
6,538
+2,676
4887
$183K ﹤0.01%
8,291
+1,778
4888
$182K ﹤0.01%
1,300
4889
$182K ﹤0.01%
35,636
+523
4890
$181K ﹤0.01%
3,385
+532
4891
$181K ﹤0.01%
2,795
-2,574
4892
$180K ﹤0.01%
41,333
+15,000
4893
$180K ﹤0.01%
3,388
-24,236
4894
$180K ﹤0.01%
85,591
+32,353
4895
$180K ﹤0.01%
27,237
+16,337
4896
$179K ﹤0.01%
7,266
+6,934
4897
$179K ﹤0.01%
36,487
-21,418
4898
$179K ﹤0.01%
10,545
+862
4899
$179K ﹤0.01%
14,391
-79,577
4900
$179K ﹤0.01%
33,795
+28,018
194 195
196
197 198