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
2601
$6.05M ﹤0.01%
216,959
+27,712
2602
$6.04M ﹤0.01%
698,793
-45,831
2603
$6.04M ﹤0.01%
447,657
+17,251
2604
$6.04M ﹤0.01%
432,614
-25,254
2605
$6.02M ﹤0.01%
253,863
+10,801
2606
$6.02M ﹤0.01%
238,896
+30,958
2607
$6.01M ﹤0.01%
196,305
-87,631
2608
$6.01M ﹤0.01%
7,440
+861
2609
$6.01M ﹤0.01%
178,184
-11,926
2610
$6M ﹤0.01%
179,541
+20,644
2611
$6M ﹤0.01%
75,715
-27,278
2612
$6M ﹤0.01%
144,689
+84,625
2613
$5.99M ﹤0.01%
138,544
+26,460
2614
$5.98M ﹤0.01%
410,449
-102,827
2615
$5.98M ﹤0.01%
117,383
+14,805
2616
$5.98M ﹤0.01%
777,022
-199,769
2617
$5.97M ﹤0.01%
164,250
+25,234
2618
$5.95M ﹤0.01%
338,046
+68,380
2619
$5.94M ﹤0.01%
120,731
+1,877
2620
$5.94M ﹤0.01%
94,059
-1,677
2621
$5.93M ﹤0.01%
194,196
-100,578
2622
$5.93M ﹤0.01%
53,563
+4,269
2623
$5.92M ﹤0.01%
254,088
+6,527
2624
$5.92M ﹤0.01%
293,505
-22,377
2625
$5.92M ﹤0.01%
334,248
+44,925
103 104
105
106 107