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
2126
$8.17M ﹤0.01%
121,687
-2,765
2127
$8.17M ﹤0.01%
680,615
+30,216
2128
$8.14M ﹤0.01%
585,263
-31,835
2129
$8.14M ﹤0.01%
722,181
-3,549
2130
$8.13M ﹤0.01%
351,770
+19,002
2131
$8.12M ﹤0.01%
398,763
-6,229
2132
$8.12M ﹤0.01%
871,928
+625,167
2133
$8.11M ﹤0.01%
168,150
+120,303
2134
$8.1M ﹤0.01%
773,925
-27,158
2135
$8.1M ﹤0.01%
808,659
-389,619
2136
$8.07M ﹤0.01%
787,740
-87,140
2137
$8.07M ﹤0.01%
178,850
+68,303
2138
$8.07M ﹤0.01%
911,295
+100,799
2139
$8.06M ﹤0.01%
97,553
+36,770
2140
$8.04M ﹤0.01%
344,520
-7,403
2141
$8.02M ﹤0.01%
276,052
+12,701
2142
$8.02M ﹤0.01%
143,656
-3,125
2143
$8M ﹤0.01%
555,767
+18,120
2144
$7.99M ﹤0.01%
309,000
-245,380
2145
$7.97M ﹤0.01%
221,680
-36,072
2146
$7.96M ﹤0.01%
184,218
+23,510
2147
$7.93M ﹤0.01%
1,541,945
+1,233,972
2148
$7.92M ﹤0.01%
230,620
+133,509
2149
$7.92M ﹤0.01%
56,674
+51,968
2150
$7.91M ﹤0.01%
264,776
+49,338
84 85
86
87 88