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
1901
$10.8M ﹤0.01%
696,826
+227,219
1902
$10.7M ﹤0.01%
456,200
+48,428
1903
$10.7M ﹤0.01%
619,200
-102,389
1904
$10.7M ﹤0.01%
800,540
-156,172
1905
$10.7M ﹤0.01%
231,367
-15,485
1906
$10.7M ﹤0.01%
182,246
-142,802
1907
$10.7M ﹤0.01%
479,815
+196,942
1908
$10.7M ﹤0.01%
1,763,006
-73,284
1909
$10.7M ﹤0.01%
118,865
+8,950
1910
$10.6M ﹤0.01%
279,558
-316,489
1911
$10.6M ﹤0.01%
208,454
+38,486
1912
$10.6M ﹤0.01%
469,707
+285,624
1913
$10.6M ﹤0.01%
226,386
+222,594
1914
$10.6M ﹤0.01%
1,776,245
+1,053,000
1915
$10.6M ﹤0.01%
209,697
+2,268
1916
$10.6M ﹤0.01%
503,701
-800,338
1917
$10.5M ﹤0.01%
455,147
-22,247
1918
$10.5M ﹤0.01%
610,982
+17,011
1919
$10.5M ﹤0.01%
101,575
+92,097
1920
$10.5M ﹤0.01%
773,768
+624,321
1921
$10.5M ﹤0.01%
297,344
+101,752
1922
$10.5M ﹤0.01%
338,506
+27,466
1923
$10.4M ﹤0.01%
622,717
-2,392
1924
$10.4M ﹤0.01%
394,736
+53,694
1925
$10.4M ﹤0.01%
280,689
+8,294
75 76
77
78 79