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
2201
$7.43M ﹤0.01%
225,555
-157,456
2202
$7.42M ﹤0.01%
366,579
+18,850
2203
$7.42M ﹤0.01%
270,627
-341,445
2204
$7.42M ﹤0.01%
746,767
-34,494
2205
$7.4M ﹤0.01%
236,460
+213,435
2206
$7.39M ﹤0.01%
88,425
+77,801
2207
$7.39M ﹤0.01%
246,171
-71,704
2208
$7.38M ﹤0.01%
417,882
-937,953
2209
$7.35M ﹤0.01%
607,416
+333,736
2210
$7.33M ﹤0.01%
404,187
-11,954
2211
$7.31M ﹤0.01%
153,696
-220,419
2212
$7.3M ﹤0.01%
5,052,603
+3,825,106
2213
$7.3M ﹤0.01%
126,393
-32,832
2214
$7.3M ﹤0.01%
388,877
+55,277
2215
$7.29M ﹤0.01%
207,256
+11,345
2216
$7.28M ﹤0.01%
298,460
+155,706
2217
$7.28M ﹤0.01%
64,972
+36,264
2218
$7.28M ﹤0.01%
50,032
+35,720
2219
$7.27M ﹤0.01%
217,400
+94,814
2220
$7.27M ﹤0.01%
402,266
+26,359
2221
$7.26M ﹤0.01%
587,698
+34,179
2222
$7.26M ﹤0.01%
203,548
+113,787
2223
$7.26M ﹤0.01%
352,346
-6,986
2224
$7.22M ﹤0.01%
110,498
-18,846
2225
$7.22M ﹤0.01%
137,400
-3,632
87 88
89
90 91