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
5851
$12K ﹤0.01%
1,233
5852
$12K ﹤0.01%
1,339
-2,493
5853
$12K ﹤0.01%
400
-7,445
5854
$12K ﹤0.01%
700
+100
5855
$12K ﹤0.01%
6,500
5856
$12K ﹤0.01%
932
5857
$12K ﹤0.01%
+37,543
5858
$12K ﹤0.01%
16,467
+8,232
5859
$12K ﹤0.01%
+110
5860
$12K ﹤0.01%
1,161
+161
5861
$12K ﹤0.01%
12
+6
5862
$12K ﹤0.01%
581
-186
5863
$12K ﹤0.01%
8,128
+2,220
5864
$12K ﹤0.01%
+450
5865
$12K ﹤0.01%
477
-333
5866
$12K ﹤0.01%
921
-6
5867
$12K ﹤0.01%
1,354
+1,154
5868
$12K ﹤0.01%
1,045
-4
5869
$12K ﹤0.01%
667
+413
5870
$12K ﹤0.01%
556
-200
5871
$12K ﹤0.01%
2,249
5872
$12K ﹤0.01%
2,312
-13,626
5873
$12K ﹤0.01%
3,600
-2,000
5874
$12K ﹤0.01%
1,442
+134
5875
$12K ﹤0.01%
500
+456
233 234
235
236 237