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
2326
$6.47M ﹤0.01%
211,717
+92,622
2327
$6.46M ﹤0.01%
228,034
-8,991
2328
$6.44M ﹤0.01%
1,618
+7
2329
$6.43M ﹤0.01%
+301,358
2330
$6.43M ﹤0.01%
238,205
+179,006
2331
$6.43M ﹤0.01%
131,507
-26,121
2332
$6.42M ﹤0.01%
217,584
+27,268
2333
$6.42M ﹤0.01%
145,882
-36,154
2334
$6.42M ﹤0.01%
220,249
-205,956
2335
$6.4M ﹤0.01%
196,709
+144,597
2336
$6.4M ﹤0.01%
268,402
-207,588
2337
$6.38M ﹤0.01%
456,277
+64,347
2338
$6.38M ﹤0.01%
47,321
+4,979
2339
$6.37M ﹤0.01%
66,956
-5,847
2340
$6.35M ﹤0.01%
403,783
-7,788
2341
$6.32M ﹤0.01%
490,380
+208,200
2342
$6.32M ﹤0.01%
167,012
-23,857
2343
$6.32M ﹤0.01%
180,349
+50,021
2344
$6.32M ﹤0.01%
80,241
-16,420
2345
$6.3M ﹤0.01%
709,609
-638,912
2346
$6.3M ﹤0.01%
228,921
+8,416
2347
$6.29M ﹤0.01%
46,957
-3,679
2348
$6.29M ﹤0.01%
995,494
-11,065
2349
$6.29M ﹤0.01%
811,534
+385,245
2350
$6.29M ﹤0.01%
443,443
+35,581
92 93
94
95 96