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
1876
$11.1M ﹤0.01%
188,925
+99,552
1877
$11.1M ﹤0.01%
407,815
-54,258
1878
$11.1M ﹤0.01%
182,152
+68,516
1879
$11.1M ﹤0.01%
544,460
-20,024
1880
$11.1M ﹤0.01%
131,508
+105,334
1881
$11.1M ﹤0.01%
801,390
+204,309
1882
$11M ﹤0.01%
194,742
+11,285
1883
$11M ﹤0.01%
205,092
+63,423
1884
$11M ﹤0.01%
66,240
+7,567
1885
$11M ﹤0.01%
138,732
+80,497
1886
$11M ﹤0.01%
637,174
+234,199
1887
$10.9M ﹤0.01%
2,761,130
-349,179
1888
$10.9M ﹤0.01%
582,252
+518,614
1889
$10.9M ﹤0.01%
51,922
+37,687
1890
$10.9M ﹤0.01%
675,947
+47,822
1891
$10.9M ﹤0.01%
246,773
+40,795
1892
$10.9M ﹤0.01%
689,585
+462,510
1893
$10.9M ﹤0.01%
59,125
-65,158
1894
$10.9M ﹤0.01%
541,155
-3,624,612
1895
$10.9M ﹤0.01%
762,363
-6,175
1896
$10.9M ﹤0.01%
353,232
-240,555
1897
$10.8M ﹤0.01%
939,030
+65,107
1898
$10.8M ﹤0.01%
333,222
-60,133
1899
$10.8M ﹤0.01%
2,612,148
+1,682,862
1900
$10.8M ﹤0.01%
746,455
+60,662
74 75
76
77 78