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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
5701
$20K ﹤0.01%
2,400
-5,498
5702
$20K ﹤0.01%
8
-16
5703
$20K ﹤0.01%
2,346
-3,792
5704
$20K ﹤0.01%
2,227
+593
5705
$20K ﹤0.01%
932
+930
5706
$20K ﹤0.01%
2,118
-1,361
5707
$20K ﹤0.01%
200
5708
$20K ﹤0.01%
225
-94
5709
$20K ﹤0.01%
2,000
+792
5710
$20K ﹤0.01%
400
5711
$20K ﹤0.01%
10,200
+1,660
5712
$20K ﹤0.01%
1,315
-1,247
5713
$20K ﹤0.01%
2,099
-5
5714
$20K ﹤0.01%
175
5715
$19K ﹤0.01%
1,006
-32,849
5716
$19K ﹤0.01%
783
-5
5717
$19K ﹤0.01%
2,091
-5
5718
$19K ﹤0.01%
1,500
5719
$19K ﹤0.01%
+4,580
5720
$19K ﹤0.01%
16,986
-1,570
5721
$19K ﹤0.01%
600
5722
$19K ﹤0.01%
93
-2
5723
$19K ﹤0.01%
+770
5724
$19K ﹤0.01%
45
-35
5725
$19K ﹤0.01%
1,449
-13,868
227 228
229
230 231