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
1976
$9.71M ﹤0.01%
11,187
-4,733
1977
$9.7M ﹤0.01%
+400,265
1978
$9.69M ﹤0.01%
320,757
+73,123
1979
$9.68M ﹤0.01%
516,437
+386,742
1980
$9.65M ﹤0.01%
748,085
-224,721
1981
$9.65M ﹤0.01%
93,792
+37,824
1982
$9.63M ﹤0.01%
1,479,443
+1,004,765
1983
$9.63M ﹤0.01%
559,985
-141,013
1984
$9.62M ﹤0.01%
493,481
+176,876
1985
$9.62M ﹤0.01%
249,529
+21,621
1986
$9.61M ﹤0.01%
372,455
-213,467
1987
$9.59M ﹤0.01%
+461,578
1988
$9.59M ﹤0.01%
732,778
+18,180
1989
$9.56M ﹤0.01%
932,229
-3,989
1990
$9.52M ﹤0.01%
1,635,013
-167,720
1991
$9.51M ﹤0.01%
67,561
-26,072
1992
$9.5M ﹤0.01%
347,380
-8,632
1993
$9.47M ﹤0.01%
218,506
+4,556
1994
$9.47M ﹤0.01%
444,281
-705,121
1995
$9.46M ﹤0.01%
218,159
-415
1996
$9.42M ﹤0.01%
91,406
-200,501
1997
$9.41M ﹤0.01%
386,370
+99,350
1998
$9.4M ﹤0.01%
219,080
+168,256
1999
$9.39M ﹤0.01%
384,405
+372,185
2000
$9.36M ﹤0.01%
287,498
-79,747
78 79
80
81 82