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
1951
$10.1M ﹤0.01%
1,096,869
-2,581,647
1952
$10.1M ﹤0.01%
24,267
+4,564
1953
$10M ﹤0.01%
269,476
+1,381
1954
$10M ﹤0.01%
934,722
+145,834
1955
$10M ﹤0.01%
582,561
-141,273
1956
$10M ﹤0.01%
151,999
+46,357
1957
$9.95M ﹤0.01%
396,512
+64,404
1958
$9.92M ﹤0.01%
275,027
-320,891
1959
$9.92M ﹤0.01%
624,617
+205,882
1960
$9.91M ﹤0.01%
1,532,381
-491,408
1961
$9.88M ﹤0.01%
+370,384
1962
$9.87M ﹤0.01%
1,074,180
+359,875
1963
$9.86M ﹤0.01%
868,590
+4,161
1964
$9.85M ﹤0.01%
634,808
-63,314
1965
$9.84M ﹤0.01%
201,011
+25,047
1966
$9.84M ﹤0.01%
731,768
+7,696
1967
$9.8M ﹤0.01%
1,231,913
-144,451
1968
$9.8M ﹤0.01%
154,737
-12,806
1969
$9.79M ﹤0.01%
416,714
+53,335
1970
$9.79M ﹤0.01%
902,609
-79,295
1971
$9.78M ﹤0.01%
205,000
+94,414
1972
$9.78M ﹤0.01%
637,477
-28,114
1973
$9.76M ﹤0.01%
328,472
+154,556
1974
$9.75M ﹤0.01%
197,013
+192,778
1975
$9.74M ﹤0.01%
316,203
-59,048
77 78
79
80 81