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
5176
$90K ﹤0.01%
21,330
+19,681
5177
$90K ﹤0.01%
3,128
+3,068
5178
$90K ﹤0.01%
85,764
-2,561,723
5179
$90K ﹤0.01%
4,723
+1,142
5180
$90K ﹤0.01%
32,111
-3,599
5181
$90K ﹤0.01%
708
-77
5182
$89K ﹤0.01%
19,412
-76,480
5183
$88K ﹤0.01%
5,713
+219
5184
$88K ﹤0.01%
11,698
+502
5185
$88K ﹤0.01%
575
-9,950
5186
$88K ﹤0.01%
4,200
-400
5187
$88K ﹤0.01%
11,178
5188
$88K ﹤0.01%
8,182
-63,469
5189
$88K ﹤0.01%
12,202
+7,624
5190
$87K ﹤0.01%
4,318
+818
5191
$87K ﹤0.01%
3,716
-2,920
5192
$87K ﹤0.01%
4
+1
5193
$87K ﹤0.01%
5,504
+190
5194
$87K ﹤0.01%
41,053
+4,323
5195
$87K ﹤0.01%
12,638
-623
5196
$86K ﹤0.01%
6,193
-11,821
5197
$86K ﹤0.01%
43,150
+9,375
5198
$86K ﹤0.01%
8,000
-4,548
5199
$86K ﹤0.01%
7,612
+985
5200
$86K ﹤0.01%
6,047
206 207
208
209 210