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
4951
$154K ﹤0.01%
14,118
+447
4952
$154K ﹤0.01%
952
+889
4953
$154K ﹤0.01%
7,923
-143
4954
$153K ﹤0.01%
3,294
+1,631
4955
$153K ﹤0.01%
3,051
+1,275
4956
$152K ﹤0.01%
5,713
+1,275
4957
$152K ﹤0.01%
6,875
-6,524
4958
$152K ﹤0.01%
2,559
+2,159
4959
$152K ﹤0.01%
24,384
+7,035
4960
$151K ﹤0.01%
21,508
+10,419
4961
$151K ﹤0.01%
1,194
+139
4962
$150K ﹤0.01%
5,576
+1,275
4963
$149K ﹤0.01%
10,252
-4,034
4964
$149K ﹤0.01%
6,301
-1,112
4965
$149K ﹤0.01%
3,172
+3,010
4966
$149K ﹤0.01%
1,485
4967
$149K ﹤0.01%
3,597
-3,542
4968
$148K ﹤0.01%
2,071
+293
4969
$147K ﹤0.01%
30,300
+29,300
4970
$147K ﹤0.01%
9,590
-2,025
4971
$147K ﹤0.01%
2,626
+163
4972
$146K ﹤0.01%
8,163
+1,863
4973
$146K ﹤0.01%
4,561
+345
4974
$146K ﹤0.01%
29
-154
4975
$145K ﹤0.01%
8,619
+5,198
197 198
199
200 201