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
2551
$6.37M ﹤0.01%
248,900
+5,585
2552
$6.37M ﹤0.01%
420,582
+57,395
2553
$6.37M ﹤0.01%
563,235
-83,063
2554
$6.36M ﹤0.01%
410,448
-40,221
2555
$6.35M ﹤0.01%
485,480
-74,813
2556
$6.35M ﹤0.01%
247,888
-172,847
2557
$6.34M ﹤0.01%
93,615
-4,347
2558
$6.34M ﹤0.01%
89,704
+13,697
2559
$6.33M ﹤0.01%
74,808
+3,244
2560
$6.3M ﹤0.01%
265,657
+17,768
2561
$6.3M ﹤0.01%
387,658
-10,096
2562
$6.29M ﹤0.01%
112,796
-13,688
2563
$6.29M ﹤0.01%
220,718
+16,445
2564
$6.29M ﹤0.01%
206,085
-88,592
2565
$6.27M ﹤0.01%
578,087
-20,422
2566
$6.27M ﹤0.01%
460,164
+52,852
2567
$6.26M ﹤0.01%
174,042
+69,543
2568
$6.26M ﹤0.01%
409,242
-34,242
2569
$6.25M ﹤0.01%
273,388
+33,816
2570
$6.25M ﹤0.01%
71,101
+8,752
2571
$6.25M ﹤0.01%
224,297
-9,916
2572
$6.24M ﹤0.01%
382,140
+17,120
2573
$6.24M ﹤0.01%
562,888
+169,134
2574
$6.21M ﹤0.01%
757,359
+18,585
2575
$6.21M ﹤0.01%
397,677
+63,001
101 102
103
104 105