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
2151
$7.89M ﹤0.01%
1,175,947
+141,297
2152
$7.89M ﹤0.01%
125,189
+69,051
2153
$7.88M ﹤0.01%
6,996,868
+3,812,999
2154
$7.86M ﹤0.01%
759,857
+16,998
2155
$7.85M ﹤0.01%
477,145
+34,678
2156
$7.85M ﹤0.01%
729,344
+31,574
2157
$7.84M ﹤0.01%
1
2158
$7.81M ﹤0.01%
314,631
+21,837
2159
$7.81M ﹤0.01%
1,200,786
+335,286
2160
$7.8M ﹤0.01%
448,012
-4,544
2161
$7.8M ﹤0.01%
198,160
-39,918
2162
$7.78M ﹤0.01%
3,099,191
+2,155,718
2163
$7.78M ﹤0.01%
274,882
-27,146
2164
$7.76M ﹤0.01%
104,278
-5,761
2165
$7.76M ﹤0.01%
112,814
+24,149
2166
$7.73M ﹤0.01%
369,906
+54,108
2167
$7.72M ﹤0.01%
695,035
+66,011
2168
$7.72M ﹤0.01%
322,930
-77,679
2169
$7.71M ﹤0.01%
154,078
+64,547
2170
$7.7M ﹤0.01%
9,353
+46
2171
$7.7M ﹤0.01%
260,898
-245,181
2172
$7.7M ﹤0.01%
270,868
+19,801
2173
$7.7M ﹤0.01%
151,825
-31,860
2174
$7.68M ﹤0.01%
128,107
+71,445
2175
$7.68M ﹤0.01%
232,234
-41,790
85 86
87
88 89