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
2426
$5.81M ﹤0.01%
491,259
+163,942
2427
$5.81M ﹤0.01%
49,311
-103,880
2428
$5.81M ﹤0.01%
212,185
+159,402
2429
$5.8M ﹤0.01%
543,220
+602
2430
$5.79M ﹤0.01%
154,277
-12,326
2431
$5.79M ﹤0.01%
699,101
+290,579
2432
$5.76M ﹤0.01%
228,046
+63,679
2433
$5.76M ﹤0.01%
311,478
-42,333
2434
$5.75M ﹤0.01%
420,572
+383,811
2435
$5.75M ﹤0.01%
180,803
+137,989
2436
$5.75M ﹤0.01%
208,370
-40,319
2437
$5.74M ﹤0.01%
283,622
+108
2438
$5.74M ﹤0.01%
101,039
-53,080
2439
$5.74M ﹤0.01%
303,160
+232,316
2440
$5.72M ﹤0.01%
250,748
+245,309
2441
$5.72M ﹤0.01%
388,461
+31,761
2442
$5.71M ﹤0.01%
82,848
-49,120
2443
$5.7M ﹤0.01%
231,127
+181,311
2444
$5.7M ﹤0.01%
204,107
-10,817
2445
$5.69M ﹤0.01%
606,920
-790,650
2446
$5.69M ﹤0.01%
335,242
-23,164
2447
$5.68M ﹤0.01%
222,829
+27,366
2448
$5.67M ﹤0.01%
+109,997
2449
$5.67M ﹤0.01%
1,501,178
-1,084,378
2450
$5.67M ﹤0.01%
1,015,991
-1,461,659
96 97
98
99 100