Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331B
AUM Growth
+$5.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,907
New
Increased
Reduced
Closed

Top Buys

1
+$500M
2
+$470M
3
+$409M
4
AABA
Altaba Inc
AABA
+$378M
5
BKNG icon
Booking.com
BKNG
+$375M

Top Sells

1
+$1.9B
2
+$828M
3
+$716M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$585M
5
ETP
Energy Transfer Partners L.p.
ETP
+$539M

Sector Composition

1 Technology 9.92%
2 Financials 9.63%
3 Healthcare 8.27%
4 Consumer Discretionary 7.53%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$6.88M ﹤0.01%
535,473
-294,066
2477
$6.87M ﹤0.01%
72,036
-14,823
2478
$6.87M ﹤0.01%
271,048
+42,425
2479
$6.85M ﹤0.01%
205,212
-10,548
2480
$6.85M ﹤0.01%
285,332
-107,504
2481
$6.85M ﹤0.01%
183,310
-175,139
2482
$6.84M ﹤0.01%
330,803
+154,187
2483
$6.84M ﹤0.01%
165,294
-126,733
2484
$6.82M ﹤0.01%
298,598
-46,753
2485
$6.82M ﹤0.01%
205,661
-116,520
2486
$6.81M ﹤0.01%
202,174
+111,043
2487
$6.81M ﹤0.01%
171,017
+58,102
2488
$6.81M ﹤0.01%
133,710
+3,521
2489
$6.8M ﹤0.01%
181,253
-46,100
2490
$6.8M ﹤0.01%
959,632
+162,108
2491
$6.8M ﹤0.01%
530,611
+19,151
2492
$6.8M ﹤0.01%
421,437
-37,974
2493
$6.8M ﹤0.01%
60,558
-429
2494
$6.79M ﹤0.01%
190,192
+10,154
2495
$6.79M ﹤0.01%
148,265
+142,198
2496
$6.79M ﹤0.01%
308,726
-513,699
2497
$6.78M ﹤0.01%
295,605
+21,154
2498
$6.78M ﹤0.01%
303,007
-102,588
2499
$6.77M ﹤0.01%
126,042
-102,604
2500
$6.77M ﹤0.01%
1,003,039
-1,718,873
98 99
100
101 102