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
5451
$43K ﹤0.01%
7,548
5452
$42K ﹤0.01%
2,203
-697
5453
$42K ﹤0.01%
2,195
+125
5454
$42K ﹤0.01%
624
+170
5455
$42K ﹤0.01%
3,750
+555
5456
$42K ﹤0.01%
2,416
-12,537
5457
$42K ﹤0.01%
905
+414
5458
$42K ﹤0.01%
7,441
+1,240
5459
$42K ﹤0.01%
4,500
-13
5460
$41K ﹤0.01%
6,164
-100
5461
$41K ﹤0.01%
403
-29,802
5462
$41K ﹤0.01%
4,073
-2,252
5463
$41K ﹤0.01%
4,820
-859
5464
$41K ﹤0.01%
8,014
-59,640
5465
$41K ﹤0.01%
+325
5466
$41K ﹤0.01%
4,510
+4,509
5467
$41K ﹤0.01%
12,486
+9,156
5468
$41K ﹤0.01%
1,455
-4,109
5469
$41K ﹤0.01%
2,028
-964
5470
$41K ﹤0.01%
10,600
+3,100
5471
$40K ﹤0.01%
7,107
+3,107
5472
$40K ﹤0.01%
1,640
-5,197
5473
$40K ﹤0.01%
137
-12
5474
$40K ﹤0.01%
104
5475
$40K ﹤0.01%
2,781
-28,453
217 218
219
220 221