Top 4 Holders of Morgan Stanley Mutual Fund

Founded in 1935, Morgan Stanley is one of the oldest established financial firms in the world. It went public only as recently as 1984, opening its doors to various sectors including sales, wealth management, financing, market making, banking, research, and advisory niches. 

• As of January 2018, Morgan Stanley is on record trade-sharing at 2.71x sales and 1.4x book value.
• The company is renowned for hosting influential mutual fund holders as part of its family.
• Compared to its rival Goldman Sachs, Morgan Stanley has enjoyed superior YTD performance in the market.
• Morgan is up 5.61% while Goldman is down 1.31%.

 

Suffice to say, the Morgan Stanley mutual fund market is looking good. 

Top Morgan Stanley Mutual Fund Stock Holders 

Let’s take a look at some of the big-wigs in the financial world who hold stocks in Morgan Stanley. As you read, you will probably gain a better understanding of how and why the following four mutual fund holders chose Morgan to invest in. 

4. SPDR S&P 500 ETF (SPY)

Holding in excess of 16.6 million shares, SPDR S&P 500 ETF is currently in possession of almost 0.97% of Morgan Stanley mutual funds. 

• Having invested in 507 stocks, SPDR S&P has $285.7 billion worth of holdings in Morgan.
• Knowing for its full-replication approach, the passively managed S&P 500 Index has quite the market repute.
• In accordance with the index, the company has authorized allocations in the financial services sector to the tune of 16.9%.
• In connection to SPDR S&P 500 ETF’s total asset worth, 0.32% of it has been invested in Morgan Stanley.
• Near the end of last year, 2017, the company fund is positioned at 21.69% of its monthly YTD performance.

 

3. T. Rowe Blue Chip Price Growth (TRBCX)

Next in the holder-lineup is T. Rowe Blue Chip Price Growth, which currently owns 1.10% of Morgan Stanley mutual funds (September 2017 reckoning). 

• That’s 19.9 million shares, a swelling of one million shares compared to the previous reporting.
• This company has the eleventh-largest portfolio holding in Morgan Stanley.
• In connection to T. Rowe Blue Chip Price Growth’s total asset worth, 2.26% of it has been invested in Morgan.
• With a majority of its investment-focus on large-cap stocks, T. Rowe has put in $45.8 billion in Morgan Stanley’s holdings.
• In accordance with the index, the company has authorized allocations in the financial services sector to the tune of 16.3%.
• Near the end of last year, 2017, the company fund is positioned at 36.55% of its monthly YTD performance.
• With a minimum investment value of $2500, T.Rowe enjoys an 18.8% daily 3-year average annual return.

 

2. Vanguard 500 Index Fund Investor Shares (VFINX)

Owning 23.7 million shares, the next Morgan Stanley mutual fund holder on our list is the Vanguard 500 Index Fund (“VFINX”).

• Among individual investors, this fund is an industry-first, exhibiting a diversified array of the largest United States companies on its portfolio. These companies reflect the same index as the Standard and Poor’s 500 Index (S&P 500).
• In accordance with the index, the company has authorized allocations in the financial services sector to the tune of 16.8%.
• From among the Vanguard 500 Index Fund’s total asset worth of $391.4 billion, 0.32% of it has been invested in Morgan Stanley.
• Near the end of last year, 2017, the company fund is positioned at 21.67% of its monthly YTD performance.
• With a minimum investment value of $3000, Vanguard 500 enjoys a 13.76% daily 3-year average annual return.

1. Vanguard Total Stock Market Index Fund (VTSMX)

We come now to the largest stockholder on Morgan Stanley’s mutual fund investment portfolio, namely Vanguard Total Stock Market Index Fund (“VTSMX”). 

• It is in possession of 32.6 million shares in the company. That’s 1.81% of Morgan Stanley.
• In accordance with the index, the company has authorized allocations in the financial services sector to the tune of 16.6% divided across 3,620 stocks.
• Vanguard Total Stock Market Index Fund’s cash-pool dominates at $662 billion in net assets, with 0.26% constituting its Morgan Stanley holdings.
• With its focus primarily set on small-cap to large-cap growth and value stocks, this mutual fund investment (created, 1992) was made to provide investors with superior contact to the United States stock market, as a whole.
• Near the end of last year, 2017, the company fund is positioned at 21.05% of its monthly YTD performance.
• With a minimum investment value of $3000, Vanguard 500 enjoys a 13.3% daily 3-year average annual return.

Conclusion

The aim of this article is purely information-oriented. If you are interested in learning who the top four Morgan Stanley mutual fund holders are in the market today, you have come to the right place. Armed with this knowledge, you are probably thinking of investing in Morgan Stanley yourself. Bear in mind that investments made by corporate entities vary from those opted by individuals.

Read up on stock market mutual fund investment techniques before daring this tricky ocean. The companies detailed above are fat-cats and giants in the game, so it’s always wise to invest small and go from there – assuming you are an individual interested in investing in Morgan Stanley mutual funds.