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
5351
$60K ﹤0.01%
14,797
+1,312
5352
$59K ﹤0.01%
7,407
-851
5353
$59K ﹤0.01%
44,173
-3,038
5354
$59K ﹤0.01%
93,587
-1,690
5355
$59K ﹤0.01%
9,206
-6,800
5356
$58K ﹤0.01%
501
-3,428
5357
$58K ﹤0.01%
24,680
-10,160
5358
$58K ﹤0.01%
191,090
+21,500
5359
$58K ﹤0.01%
+17,352
5360
$58K ﹤0.01%
2,272
5361
$58K ﹤0.01%
+11
5362
$57K ﹤0.01%
3,446
5363
$57K ﹤0.01%
+2,500
5364
$57K ﹤0.01%
3,520
5365
$57K ﹤0.01%
1,067
-1,368
5366
$57K ﹤0.01%
10,699
+192
5367
$57K ﹤0.01%
5,830
+5,110
5368
$57K ﹤0.01%
10,050
-284
5369
$56K ﹤0.01%
1,125
+451
5370
$56K ﹤0.01%
25
-2
5371
$56K ﹤0.01%
1,084
-547
5372
$56K ﹤0.01%
2,795
-1,040
5373
$56K ﹤0.01%
28,485
+19,766
5374
$56K ﹤0.01%
7,183
-68,161
5375
$56K ﹤0.01%
4,058
+1,588
213 214
215
216 217