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
1826
$11.8M ﹤0.01%
789,992
+438,937
1827
$11.8M ﹤0.01%
151,767
+71,302
1828
$11.8M ﹤0.01%
504,861
+394,051
1829
$11.7M ﹤0.01%
142,439
-134,058
1830
$11.7M ﹤0.01%
444,878
+59,894
1831
$11.7M ﹤0.01%
204,940
-78,604
1832
$11.7M ﹤0.01%
185,225
-18,052
1833
$11.7M ﹤0.01%
780,523
+10,833
1834
$11.6M ﹤0.01%
389,538
-43,205
1835
$11.6M ﹤0.01%
704,914
+585,558
1836
$11.6M ﹤0.01%
651,998
-841
1837
$11.5M ﹤0.01%
735,867
-4,553
1838
$11.5M ﹤0.01%
99,628
-1,281
1839
$11.5M ﹤0.01%
552,922
+51,345
1840
$11.5M ﹤0.01%
1,119,896
-89,332
1841
$11.5M ﹤0.01%
489,962
-92,273
1842
$11.5M ﹤0.01%
375,492
+89,255
1843
$11.5M ﹤0.01%
793,772
-31,107
1844
$11.5M ﹤0.01%
105,917
-264,360
1845
$11.4M ﹤0.01%
238,166
+75,238
1846
$11.4M ﹤0.01%
3,179,505
+2,573,103
1847
$11.4M ﹤0.01%
434,342
+133,030
1848
$11.4M ﹤0.01%
1,054,864
+39,155
1849
$11.4M ﹤0.01%
642,995
-8,750
1850
$11.4M ﹤0.01%
432,734
+111,025
72 73
74
75 76