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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5576
$30K ﹤0.01%
1,406
-75,639
5577
$30K ﹤0.01%
30,109
-13
5578
$30K ﹤0.01%
1,678
+166
5579
$30K ﹤0.01%
2,663
5580
$30K ﹤0.01%
3,300
+3,291
5581
$29K ﹤0.01%
+3
5582
$29K ﹤0.01%
1,093
+269
5583
$29K ﹤0.01%
378
-340
5584
$29K ﹤0.01%
1,929
-596
5585
$29K ﹤0.01%
2,236
+79
5586
$29K ﹤0.01%
594
-16
5587
$29K ﹤0.01%
3,632
-42,858
5588
$29K ﹤0.01%
1,036
-493
5589
$29K ﹤0.01%
19,572
+2,099
5590
$29K ﹤0.01%
1,411
-780
5591
$29K ﹤0.01%
6,761
+6,723
5592
$29K ﹤0.01%
14,211
+9,990
5593
$29K ﹤0.01%
660
+297
5594
$28K ﹤0.01%
1,102
-2,058
5595
$28K ﹤0.01%
48
5596
$28K ﹤0.01%
12,045
+7,290
5597
$28K ﹤0.01%
2,600
5598
$28K ﹤0.01%
65
-91
5599
$28K ﹤0.01%
17,760
+15,510
5600
$28K ﹤0.01%
1,700
+1,580
222 223
224
225 226