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
5526
$35K ﹤0.01%
1,500
-3,658
5527
$35K ﹤0.01%
110
+46
5528
$35K ﹤0.01%
648
-1,442
5529
$35K ﹤0.01%
2,000
5530
$35K ﹤0.01%
2,200
-78
5531
$35K ﹤0.01%
9,320
-1,932
5532
$34K ﹤0.01%
+63
5533
$34K ﹤0.01%
3,617
-11,801
5534
$34K ﹤0.01%
1,692
-1,668
5535
$34K ﹤0.01%
6,785
-3,400
5536
$34K ﹤0.01%
10,358
-572
5537
$34K ﹤0.01%
6,108
-664
5538
$34K ﹤0.01%
1,250
-5,509
5539
$34K ﹤0.01%
9,224
+5,010
5540
$34K ﹤0.01%
6,127
-15,894
5541
$33K ﹤0.01%
1,932
-33,365
5542
$33K ﹤0.01%
1,050
-1
5543
$33K ﹤0.01%
3,300
-700
5544
$33K ﹤0.01%
4,039
-12
5545
$33K ﹤0.01%
5,601
-11,608
5546
$33K ﹤0.01%
1,175
-100
5547
$33K ﹤0.01%
2,425
5548
$33K ﹤0.01%
2,000
-421
5549
$33K ﹤0.01%
1,821
-2,345
5550
$33K ﹤0.01%
9,667
-69,075
220 221
222
223 224