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
2051
$8.88M ﹤0.01%
271,806
-72,576
2052
$8.87M ﹤0.01%
675,152
+94,848
2053
$8.86M ﹤0.01%
409,233
+7,000
2054
$8.86M ﹤0.01%
164,645
+144,801
2055
$8.85M ﹤0.01%
300,269
+111,462
2056
$8.85M ﹤0.01%
327,193
+18,751
2057
$8.84M ﹤0.01%
375,806
-22,290
2058
$8.84M ﹤0.01%
893,078
+709,313
2059
$8.84M ﹤0.01%
384,263
+68,044
2060
$8.83M ﹤0.01%
1,715,256
-314,022
2061
$8.82M ﹤0.01%
292,780
+60,228
2062
$8.81M ﹤0.01%
625,372
+8,623
2063
$8.8M ﹤0.01%
759,382
-36,332
2064
$8.79M ﹤0.01%
108,124
-10,809
2065
$8.78M ﹤0.01%
289,517
-90,578
2066
$8.78M ﹤0.01%
119,082
+41,196
2067
$8.78M ﹤0.01%
302,528
+178,576
2068
$8.78M ﹤0.01%
346,659
+109,137
2069
$8.78M ﹤0.01%
265,635
+107,056
2070
$8.78M ﹤0.01%
846,245
-29,393
2071
$8.77M ﹤0.01%
718,205
+6,161
2072
$8.77M ﹤0.01%
242,230
+93,311
2073
$8.76M ﹤0.01%
1,831,689
+1,035,597
2074
$8.73M ﹤0.01%
807,485
+92,990
2075
$8.72M ﹤0.01%
263,930
+154,904
81 82
83
84 85