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
$400B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,073
New
Increased
Reduced
Closed

Top Buys

1 +$828M
2 +$788M
3 +$771M
4
AAPL icon
Apple
AAPL
+$719M
5
BAX icon
Baxter International
BAX
+$571M

Top Sells

1 +$1.57B
2 +$967M
3 +$455M
4
BKNG icon
Booking.com
BKNG
+$401M
5
GGP
GGP Inc.
GGP
+$384M

Sector Composition

1 Technology 13.16%
2 Healthcare 9.53%
3 Financials 9.25%
4 Consumer Discretionary 7.98%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$9.19M ﹤0.01%
335,171
-136,013
2477
$9.18M ﹤0.01%
155,764
-28,205
2478
$9.18M ﹤0.01%
1,242,327
+270,746
2479
$9.17M ﹤0.01%
560,682
-79,126
2480
$9.17M ﹤0.01%
169,527
+91,999
2481
$9.17M ﹤0.01%
1,410,661
-419,280
2482
$9.15M ﹤0.01%
153,962
+9,391
2483
$9.15M ﹤0.01%
362,300
+3,809
2484
$9.14M ﹤0.01%
247,367
-4,725
2485
$9.14M ﹤0.01%
197,574
-47,748
2486
$9.14M ﹤0.01%
396,689
+241,448
2487
$9.14M ﹤0.01%
736,837
+5,209
2488
$9.13M ﹤0.01%
68,280
+1,808
2489
$9.11M ﹤0.01%
288,047
-8,162
2490
$9.11M ﹤0.01%
791,220
+26,031
2491
$9.1M ﹤0.01%
134,084
+309
2492
$9.09M ﹤0.01%
116,482
-256,940
2493
$9.09M ﹤0.01%
65,439
-6,705
2494
$9.08M ﹤0.01%
256,004
+8,645
2495
$9.07M ﹤0.01%
170,773
+83,895
2496
$9.07M ﹤0.01%
212,891
+300
2497
$9.07M ﹤0.01%
119,396
+9,813
2498
$9.06M ﹤0.01%
399,179
+73,706
2499
$9.05M ﹤0.01%
592,884
+241,416
2500
$9.05M ﹤0.01%
212,953
+27,284