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
2276
$6.87M ﹤0.01%
185,976
-108,140
2277
$6.86M ﹤0.01%
1,115,585
-1,532,800
2278
$6.85M ﹤0.01%
493,802
+155,569
2279
$6.84M ﹤0.01%
525,909
+495,236
2280
$6.84M ﹤0.01%
288,675
+13,933
2281
$6.84M ﹤0.01%
60,894
+33,746
2282
$6.83M ﹤0.01%
31,998
-1,916
2283
$6.83M ﹤0.01%
145,916
-89,067
2284
$6.82M ﹤0.01%
252,581
+5,472
2285
$6.79M ﹤0.01%
1,123,164
+3,372
2286
$6.79M ﹤0.01%
365,474
+28,980
2287
$6.79M ﹤0.01%
114,058
-19,013
2288
$6.79M ﹤0.01%
583,776
-154,423
2289
$6.78M ﹤0.01%
398,044
-653
2290
$6.78M ﹤0.01%
726,770
-30,932
2291
$6.78M ﹤0.01%
622,224
-21,382
2292
$6.77M ﹤0.01%
116,502
-91,706
2293
$6.76M ﹤0.01%
167,408
-56,225
2294
$6.76M ﹤0.01%
537,159
+169,955
2295
$6.75M ﹤0.01%
233,854
+102,840
2296
$6.74M ﹤0.01%
270,509
+48,386
2297
$6.74M ﹤0.01%
193,559
-872,592
2298
$6.72M ﹤0.01%
402,152
+23,124
2299
$6.7M ﹤0.01%
239,027
-52,541
2300
$6.7M ﹤0.01%
152,810
-32,755
90 91
92
93 94