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
2226
$7.21M ﹤0.01%
339,529
+70,532
2227
$7.2M ﹤0.01%
127,156
+9,163
2228
$7.19M ﹤0.01%
210,674
+48,745
2229
$7.19M ﹤0.01%
469,535
-539,205
2230
$7.18M ﹤0.01%
851,281
+846,005
2231
$7.17M ﹤0.01%
624,562
+42,941
2232
$7.15M ﹤0.01%
384,709
+99,832
2233
$7.14M ﹤0.01%
69,807
-121,856
2234
$7.13M ﹤0.01%
450,942
-6,843
2235
$7.11M ﹤0.01%
231,454
+58,546
2236
$7.1M ﹤0.01%
102,916
-28,219
2237
$7.1M ﹤0.01%
171,520
-11,515
2238
$7.09M ﹤0.01%
730,402
+4,835
2239
$7.08M ﹤0.01%
246,046
+133,411
2240
$7.08M ﹤0.01%
581,836
+156,180
2241
$7.07M ﹤0.01%
575,492
+36,299
2242
$7.07M ﹤0.01%
126,178
-14
2243
$7.06M ﹤0.01%
162,974
+30,386
2244
$7.06M ﹤0.01%
150,835
+28,887
2245
$7.04M ﹤0.01%
126,452
-18,510
2246
$7.03M ﹤0.01%
364,986
+38,109
2247
$7.03M ﹤0.01%
35,028
-958
2248
$7.02M ﹤0.01%
2,762,698
+1,976,407
2249
$7M ﹤0.01%
281,459
+20,481
2250
$6.99M ﹤0.01%
139,873
-16,466
88 89
90
91 92