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
1776
$12.6M ﹤0.01%
556,984
+414,329
1777
$12.6M ﹤0.01%
498,811
+241,986
1778
$12.6M ﹤0.01%
237,930
+76,656
1779
$12.6M ﹤0.01%
771,389
-265,417
1780
$12.6M ﹤0.01%
890,852
+62,358
1781
$12.6M ﹤0.01%
517,238
+161,228
1782
$12.5M ﹤0.01%
22,832
-4,404
1783
$12.5M ﹤0.01%
535,910
-58,074
1784
$12.5M ﹤0.01%
566,526
-142,170
1785
$12.4M ﹤0.01%
827,021
+288,102
1786
$12.4M ﹤0.01%
94,497
+55,854
1787
$12.4M ﹤0.01%
461,759
-37,532
1788
$12.3M ﹤0.01%
387,663
-18,731
1789
$12.3M ﹤0.01%
526,670
-27,790
1790
$12.3M ﹤0.01%
539,659
+15,952
1791
$12.3M ﹤0.01%
2,059,936
-90,719
1792
$12.3M ﹤0.01%
170,625
+5,990
1793
$12.3M ﹤0.01%
964,732
+315,719
1794
$12.2M ﹤0.01%
512,737
-260,986
1795
$12.2M ﹤0.01%
1,249,970
+99,682
1796
$12.2M ﹤0.01%
1,075,976
+714,297
1797
$12.2M ﹤0.01%
345,239
+170,204
1798
$12.1M ﹤0.01%
417,820
+125,100
1799
$12.1M ﹤0.01%
745,692
-32,208
1800
$12.1M ﹤0.01%
875,433
-79,144
70 71
72
73 74