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
5076
$118K ﹤0.01%
57,166
-11,243
5077
$117K ﹤0.01%
10,930
+3,188
5078
$117K ﹤0.01%
53,136
-11,862
5079
$117K ﹤0.01%
8,095
+108
5080
$116K ﹤0.01%
121
-416
5081
$116K ﹤0.01%
2,724
-45,931
5082
$115K ﹤0.01%
15,289
+4,481
5083
$114K ﹤0.01%
1,420
-9,058
5084
$114K ﹤0.01%
13,976
+7,316
5085
$114K ﹤0.01%
2,206
-531
5086
$111K ﹤0.01%
3,378
+2,912
5087
$111K ﹤0.01%
70,300
+7,272
5088
$111K ﹤0.01%
4,286
-38
5089
$111K ﹤0.01%
45,200
+11,352
5090
$111K ﹤0.01%
4,185
+150
5091
$111K ﹤0.01%
25,221
+2,029
5092
$111K ﹤0.01%
3,052
-486
5093
$111K ﹤0.01%
122,293
+38,420
5094
$110K ﹤0.01%
6,650
-8,229
5095
$110K ﹤0.01%
309
-1,462
5096
$110K ﹤0.01%
2,990
-5,226
5097
$110K ﹤0.01%
5,781
-4,150
5098
$110K ﹤0.01%
5,468
+1,087
5099
$109K ﹤0.01%
4,530
+1,855
5100
$109K ﹤0.01%
+4,249
202 203
204
205 206