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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
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%
3,881
-656,170
5661
$23K ﹤0.01%
2,034
+560
5662
$23K ﹤0.01%
3,831
+3,688
5663
$23K ﹤0.01%
10,600
-2,198
5664
$23K ﹤0.01%
1,464
-12,447
5665
$23K ﹤0.01%
1,627
5666
$22K ﹤0.01%
3,887
+298
5667
$22K ﹤0.01%
1,050
-25,017
5668
$22K ﹤0.01%
133
-1
5669
$22K ﹤0.01%
450
-270
5670
$22K ﹤0.01%
27
5671
$22K ﹤0.01%
2,124
-4,377
5672
$22K ﹤0.01%
3,063
-257
5673
$22K ﹤0.01%
1,449
-236
5674
$22K ﹤0.01%
6,514
-3,527
5675
$22K ﹤0.01%
2,184
-20,611
225 226
227
228 229