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
2251
$6.98M ﹤0.01%
360,443
+60,874
2252
$6.98M ﹤0.01%
436,658
+70,066
2253
$6.97M ﹤0.01%
328,957
+319,821
2254
$6.96M ﹤0.01%
512,685
+23,202
2255
$6.96M ﹤0.01%
557,714
-143,967
2256
$6.96M ﹤0.01%
207,661
-184,566
2257
$6.95M ﹤0.01%
489,263
-974,189
2258
$6.95M ﹤0.01%
324,866
+1,451
2259
$6.95M ﹤0.01%
61,326
+1,728
2260
$6.94M ﹤0.01%
525,227
-99,019
2261
$6.94M ﹤0.01%
142,620
+100,198
2262
$6.93M ﹤0.01%
174,771
+107,031
2263
$6.92M ﹤0.01%
290,190
-3,591
2264
$6.92M ﹤0.01%
328,677
+175,451
2265
$6.91M ﹤0.01%
233,623
-25,450
2266
$6.9M ﹤0.01%
1,127,918
-106,482
2267
$6.9M ﹤0.01%
132,257
-6,523
2268
$6.89M ﹤0.01%
129,385
+95,186
2269
$6.89M ﹤0.01%
935,234
-184,167
2270
$6.89M ﹤0.01%
755,023
+206,933
2271
$6.88M ﹤0.01%
163,704
+29,922
2272
$6.88M ﹤0.01%
103,272
+58,126
2273
$6.88M ﹤0.01%
158,571
-31,642
2274
$6.87M ﹤0.01%
159,737
+139,444
2275
$6.87M ﹤0.01%
148,640
+64,257
89 90
91
92 93