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
2001
$9.36M ﹤0.01%
189,478
-115,485
2002
$9.34M ﹤0.01%
585,778
+81,925
2003
$9.34M ﹤0.01%
743,249
+678,643
2004
$9.34M ﹤0.01%
469,901
-157,322
2005
$9.33M ﹤0.01%
1,022,407
+277,866
2006
$9.32M ﹤0.01%
240,974
+18,892
2007
$9.31M ﹤0.01%
219,498
+7,861
2008
$9.31M ﹤0.01%
212,419
-235,345
2009
$9.31M ﹤0.01%
302,838
+32,190
2010
$9.3M ﹤0.01%
103,980
+45,772
2011
$9.3M ﹤0.01%
179,769
+7,908
2012
$9.29M ﹤0.01%
332,449
+239,258
2013
$9.28M ﹤0.01%
747,216
-51,154
2014
$9.25M ﹤0.01%
124,771
-78,326
2015
$9.25M ﹤0.01%
145,174
+52,283
2016
$9.22M ﹤0.01%
390,562
+75,954
2017
$9.21M ﹤0.01%
730,800
+79,654
2018
$9.19M ﹤0.01%
343,174
+82,078
2019
$9.18M ﹤0.01%
208,139
-174,549
2020
$9.18M ﹤0.01%
230,788
+93,571
2021
$9.18M ﹤0.01%
309,462
-139,582
2022
$9.17M ﹤0.01%
557,342
+304,432
2023
$9.17M ﹤0.01%
225,370
+214,121
2024
$9.17M ﹤0.01%
204,795
+31,446
2025
$9.17M ﹤0.01%
388,439
+96,505
79 80
81
82 83