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
1851
$11.4M ﹤0.01%
96,030
-52,277
1852
$11.3M ﹤0.01%
925,215
-331,985
1853
$11.3M ﹤0.01%
174,161
-14,041
1854
$11.3M ﹤0.01%
466,433
+152,374
1855
$11.3M ﹤0.01%
865,945
-35,732
1856
$11.3M ﹤0.01%
1,087,055
+103,129
1857
$11.3M ﹤0.01%
400,638
+295,206
1858
$11.3M ﹤0.01%
191,664
+173,412
1859
$11.3M ﹤0.01%
986,820
+157,103
1860
$11.3M ﹤0.01%
3,697
+87
1861
$11.3M ﹤0.01%
385,362
+331,769
1862
$11.3M ﹤0.01%
208,930
-66,640
1863
$11.3M ﹤0.01%
752,446
+4,913
1864
$11.3M ﹤0.01%
2,066,721
-43,372
1865
$11.3M ﹤0.01%
+406,738
1866
$11.3M ﹤0.01%
463,604
+196,377
1867
$11.3M ﹤0.01%
260,642
-525,285
1868
$11.2M ﹤0.01%
218,140
+151,527
1869
$11.2M ﹤0.01%
1,547,483
-74,583
1870
$11.2M ﹤0.01%
324,060
+28,499
1871
$11.2M ﹤0.01%
902,695
+173,201
1872
$11.2M ﹤0.01%
1,638,689
-32,362
1873
$11.2M ﹤0.01%
500,798
-48,007
1874
$11.2M ﹤0.01%
95,099
+34,162
1875
$11.2M ﹤0.01%
392,793
-53,200
73 74
75
76 77