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
2101
$8.48M ﹤0.01%
827,077
-61,723
2102
$8.48M ﹤0.01%
243,369
+237,210
2103
$8.44M ﹤0.01%
1,799,914
+1,172,071
2104
$8.44M ﹤0.01%
266,086
-147,577
2105
$8.43M ﹤0.01%
291,840
+117,170
2106
$8.41M ﹤0.01%
95,902
-53,495
2107
$8.4M ﹤0.01%
29,294
+7,377
2108
$8.4M ﹤0.01%
168,252
-169,665
2109
$8.39M ﹤0.01%
405,586
+2,241
2110
$8.38M ﹤0.01%
330,417
-50,695
2111
$8.37M ﹤0.01%
998,862
-61,146
2112
$8.36M ﹤0.01%
321,645
+16,704
2113
$8.35M ﹤0.01%
166,290
+57,932
2114
$8.35M ﹤0.01%
293,051
+118,446
2115
$8.32M ﹤0.01%
561,331
-1,095,453
2116
$8.31M ﹤0.01%
162,416
+55,992
2117
$8.31M ﹤0.01%
90,778
+44,697
2118
$8.3M ﹤0.01%
102,877
+33,046
2119
$8.29M ﹤0.01%
113,483
-130,473
2120
$8.28M ﹤0.01%
1,370,103
+35,476
2121
$8.27M ﹤0.01%
888,953
+466,337
2122
$8.27M ﹤0.01%
465,517
+300,419
2123
$8.26M ﹤0.01%
210,777
+23,156
2124
$8.25M ﹤0.01%
133,509
-270,537
2125
$8.25M ﹤0.01%
167,448
-185,130
83 84
85
86 87