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
2301
$6.69M ﹤0.01%
+295,407
2302
$6.68M ﹤0.01%
326,384
+133,790
2303
$6.67M ﹤0.01%
59,053
+37,712
2304
$6.66M ﹤0.01%
188,759
+59,490
2305
$6.66M ﹤0.01%
593,280
+69,044
2306
$6.63M ﹤0.01%
125,924
+34,022
2307
$6.62M ﹤0.01%
108,327
+94,399
2308
$6.61M ﹤0.01%
122,378
-5,956
2309
$6.61M ﹤0.01%
213,527
+129,817
2310
$6.6M ﹤0.01%
145,055
-628
2311
$6.6M ﹤0.01%
455,509
-341,724
2312
$6.59M ﹤0.01%
459,056
-20,486
2313
$6.58M ﹤0.01%
215,000
-21,699
2314
$6.56M ﹤0.01%
91,876
+26,277
2315
$6.55M ﹤0.01%
432,075
+8,700
2316
$6.54M ﹤0.01%
458,604
-100,319
2317
$6.54M ﹤0.01%
176,283
+133,043
2318
$6.54M ﹤0.01%
385,861
+5,174
2319
$6.53M ﹤0.01%
145,493
-70,137
2320
$6.53M ﹤0.01%
321,399
+169,367
2321
$6.52M ﹤0.01%
838,517
-29,741
2322
$6.52M ﹤0.01%
113,244
+65,505
2323
$6.49M ﹤0.01%
153,057
+54,842
2324
$6.49M ﹤0.01%
856,093
-677,081
2325
$6.48M ﹤0.01%
340,621
+76,125
91 92
93
94 95