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
5151
$97K ﹤0.01%
7,277
-2,562
5152
$96K ﹤0.01%
3,042
-152
5153
$96K ﹤0.01%
14,559
+9,823
5154
$96K ﹤0.01%
177,858
-74,177
5155
$95K ﹤0.01%
11,295
-7,216
5156
$95K ﹤0.01%
1,512
+991
5157
$94K ﹤0.01%
24,781
+4,519
5158
$94K ﹤0.01%
7,815
+1,384
5159
$94K ﹤0.01%
2,859
-452
5160
$94K ﹤0.01%
7,048
5161
$93K ﹤0.01%
2,379
+208
5162
$93K ﹤0.01%
4,155
-13,436
5163
$93K ﹤0.01%
5,762
+3,962
5164
$93K ﹤0.01%
4,257
+1,465
5165
$92K ﹤0.01%
28,741
+27,193
5166
$92K ﹤0.01%
5,142
-68,149
5167
$92K ﹤0.01%
1,432
+680
5168
$92K ﹤0.01%
4,078
-14,638
5169
$92K ﹤0.01%
8,678
-1,429
5170
$92K ﹤0.01%
5,940
+656
5171
$92K ﹤0.01%
61,620
-7,044
5172
$92K ﹤0.01%
14,339
-432
5173
$91K ﹤0.01%
2,495
-7,000
5174
$91K ﹤0.01%
34,448
-97,000
5175
$90K ﹤0.01%
4,341
-36,312
205 206
207
208 209