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
5101
$109K ﹤0.01%
14,078
+4,243
5102
$108K ﹤0.01%
5,636
+1,102
5103
$108K ﹤0.01%
7
-1
5104
$108K ﹤0.01%
6,785
5105
$108K ﹤0.01%
6,923
5106
$108K ﹤0.01%
4,511
5107
$107K ﹤0.01%
1,045
-739
5108
– –
0
5109
$107K ﹤0.01%
30,745
+30,012
5110
$107K ﹤0.01%
4,500
+1,539
5111
$107K ﹤0.01%
32,520
-314
5112
$106K ﹤0.01%
15,228
-4,157
5113
$105K ﹤0.01%
7,098
-215,862
5114
$105K ﹤0.01%
3,012
-72,893
5115
$105K ﹤0.01%
4,621
5116
$105K ﹤0.01%
1,575
5117
$104K ﹤0.01%
25,366
+10,107
5118
$104K ﹤0.01%
8,515
-13,391
5119
$104K ﹤0.01%
1,214
-1,568
5120
$104K ﹤0.01%
47,670
+8,719
5121
$103K ﹤0.01%
6,366
-693,382
5122
$103K ﹤0.01%
9,155
-2,149
5123
$102K ﹤0.01%
11,760
-9,960
5124
$102K ﹤0.01%
9,620
-193
5125
$102K ﹤0.01%
4,700
-4,163
203 204
205
206 207