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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
5901
$10K ﹤0.01%
1,000
-13,869
5902
$10K ﹤0.01%
2,500
5903
$10K ﹤0.01%
1,998
-2,821
5904
$10K ﹤0.01%
8,362
-2,000
5905
$10K ﹤0.01%
1,274
-7,105
5906
$10K ﹤0.01%
+456
5907
$10K ﹤0.01%
1,563
+599
5908
$10K ﹤0.01%
6,689
5909
$9K ﹤0.01%
+452
5910
$9K ﹤0.01%
380
-200
5911
$9K ﹤0.01%
3,801
-14
5912
$9K ﹤0.01%
2,075
+1,079
5913
$9K ﹤0.01%
2
5914
$9K ﹤0.01%
595
-226
5915
$9K ﹤0.01%
314
-179
5916
$9K ﹤0.01%
334
-86
5917
$9K ﹤0.01%
+902
5918
$9K ﹤0.01%
2,964
-476
5919
$9K ﹤0.01%
33
+27
5920
$9K ﹤0.01%
560
-1
5921
$9K ﹤0.01%
956
+157
5922
$9K ﹤0.01%
2,000
-970
5923
$9K ﹤0.01%
599
-602
5924
$9K ﹤0.01%
+2,614
5925
$9K ﹤0.01%
4,000
-41
235 236
237
238 239