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
5651
$24K ﹤0.01%
2
5652
$24K ﹤0.01%
2,081
+1,197
5653
$24K ﹤0.01%
2,000
-21,670
5654
$24K ﹤0.01%
2,515
+1,365
5655
$23K ﹤0.01%
1,082
+332
5656
$23K ﹤0.01%
31
-9
5657
$23K ﹤0.01%
678
-7,569
5658
$23K ﹤0.01%
3,045
+1,591
5659
$23K ﹤0.01%
1,031
5660
$23K ﹤0.01%
1,464
-12,447
5661
$23K ﹤0.01%
1,627
5662
$23K ﹤0.01%
3,881
-656,170
5663
$23K ﹤0.01%
2,034
+560
5664
$23K ﹤0.01%
3,831
+3,688
5665
$23K ﹤0.01%
10,600
-2,198
5666
$22K ﹤0.01%
6,693
+1,566
5667
$22K ﹤0.01%
490
-275
5668
$22K ﹤0.01%
2,941
-12
5669
$22K ﹤0.01%
3,887
+298
5670
$22K ﹤0.01%
1,050
-25,017
5671
$22K ﹤0.01%
133
-1
5672
$22K ﹤0.01%
450
-270
5673
$22K ﹤0.01%
27
5674
$22K ﹤0.01%
2,124
-4,377
5675
$22K ﹤0.01%
3,063
-257
225 226
227
228 229