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
4901
$179K ﹤0.01%
620
-300
4902
$179K ﹤0.01%
+11,889
4903
$178K ﹤0.01%
17,361
+7,044
4904
$176K ﹤0.01%
3,139
-24,758
4905
$175K ﹤0.01%
59,573
+3,071
4906
$174K ﹤0.01%
3,663
-349,562
4907
$173K ﹤0.01%
25,055
-10,506
4908
$173K ﹤0.01%
6,591
+233
4909
$173K ﹤0.01%
10,804
4910
$172K ﹤0.01%
2,089
+1,994
4911
$172K ﹤0.01%
7,870
4912
$171K ﹤0.01%
+7,791
4913
$171K ﹤0.01%
1,158
-3,112
4914
$170K ﹤0.01%
+12,464
4915
$170K ﹤0.01%
13,304
+178
4916
$169K ﹤0.01%
37,513
-2,901
4917
$169K ﹤0.01%
3,078
+2,374
4918
$169K ﹤0.01%
82,123
-25,416
4919
$169K ﹤0.01%
4,338
+326
4920
$169K ﹤0.01%
13,165
-13,408
4921
$168K ﹤0.01%
14,624
+647
4922
$166K ﹤0.01%
2,936
-2,474
4923
$166K ﹤0.01%
10,848
-27,409
4924
$165K ﹤0.01%
4,171
-3
4925
$164K ﹤0.01%
14,822
-544
195 196
197
198 199