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
5626
$26K ﹤0.01%
1,741
-4,159
5627
$26K ﹤0.01%
2,118
-8,776
5628
$26K ﹤0.01%
21,078
+16,614
5629
$26K ﹤0.01%
656
-1,099
5630
$26K ﹤0.01%
4,255
-1,772
5631
$26K ﹤0.01%
2,948
+2,093
5632
$25K ﹤0.01%
1,370
5633
$25K ﹤0.01%
5,859
-882
5634
$25K ﹤0.01%
717
-3
5635
$25K ﹤0.01%
11,364
-329
5636
$25K ﹤0.01%
3,053
-9
5637
$25K ﹤0.01%
78
+5
5638
$25K ﹤0.01%
4,743
+2,481
5639
$25K ﹤0.01%
11,042
+8,442
5640
$25K ﹤0.01%
3,191
-13,665
5641
$25K ﹤0.01%
500
-3
5642
$25K ﹤0.01%
15,205
+6,198
5643
$25K ﹤0.01%
1,601
-599
5644
$25K ﹤0.01%
9,143
-57
5645
$25K ﹤0.01%
14,557
-5,660
5646
$24K ﹤0.01%
1,034
-5,754
5647
$24K ﹤0.01%
+2,726
5648
$24K ﹤0.01%
208
-139
5649
$24K ﹤0.01%
5,435
-1,500
5650
$24K ﹤0.01%
321
224 225
226
227 228