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
5401
$51K ﹤0.01%
227
+23
5402
$51K ﹤0.01%
2,079
+136
5403
$51K ﹤0.01%
591
-135
5404
$51K ﹤0.01%
153
+88
5405
$51K ﹤0.01%
6,113
-6,804
5406
$51K ﹤0.01%
+3,400
5407
$51K ﹤0.01%
3,172
+595
5408
$51K ﹤0.01%
39,923
-3,872
5409
$50K ﹤0.01%
1,591
+849
5410
$50K ﹤0.01%
4,994
+3,594
5411
$50K ﹤0.01%
11,400
+11,378
5412
$50K ﹤0.01%
3,720
+2,400
5413
$50K ﹤0.01%
1,638
+268
5414
$50K ﹤0.01%
45,748
+4,110
5415
$50K ﹤0.01%
5,918
-4,799
5416
– –
0
5417
$50K ﹤0.01%
2,909
-87,939
5418
$49K ﹤0.01%
39,357
+15,150
5419
$49K ﹤0.01%
2,646
-7,586
5420
– –
0
5421
$49K ﹤0.01%
2,158
-542
5422
$49K ﹤0.01%
41,701
-40,785
5423
$49K ﹤0.01%
1,260
+240
5424
$48K ﹤0.01%
10,891
-47,190
5425
$48K ﹤0.01%
16,794
-163,431
215 216
217
218 219