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
2351
$6.28M ﹤0.01%
215,893
+951
2352
$6.27M ﹤0.01%
483,572
+38,025
2353
$6.25M ﹤0.01%
77,801
+6,566
2354
$6.24M ﹤0.01%
240,704
+4,163
2355
$6.24M ﹤0.01%
58,877
-27,462
2356
$6.24M ﹤0.01%
482,579
+164,383
2357
$6.24M ﹤0.01%
453,886
+202,655
2358
$6.23M ﹤0.01%
353,588
-304,883
2359
$6.22M ﹤0.01%
571,005
+39,628
2360
$6.21M ﹤0.01%
226,922
-88,047
2361
$6.2M ﹤0.01%
173,060
-32,572
2362
$6.2M ﹤0.01%
87,531
-18,439
2363
$6.19M ﹤0.01%
153,651
+33,592
2364
$6.17M ﹤0.01%
90,821
-14,149
2365
$6.17M ﹤0.01%
+596,757
2366
$6.15M ﹤0.01%
139,864
+72,005
2367
$6.14M ﹤0.01%
229,126
+31,721
2368
$6.13M ﹤0.01%
94,844
-124,463
2369
$6.13M ﹤0.01%
390,443
-213,309
2370
$6.13M ﹤0.01%
957,170
-467,852
2371
$6.12M ﹤0.01%
211,321
+50,636
2372
$6.11M ﹤0.01%
12,116
+428
2373
$6.11M ﹤0.01%
466,598
+358,974
2374
$6.11M ﹤0.01%
227,831
+1,182
2375
$6.1M ﹤0.01%
121,773
+53,250
93 94
95
96 97