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
2676
$5.52M ﹤0.01%
218,999
-26,664
2677
$5.52M ﹤0.01%
117,966
+35,002
2678
$5.5M ﹤0.01%
144,431
+94,609
2679
$5.5M ﹤0.01%
209,088
+180,034
2680
$5.49M ﹤0.01%
354,897
-30,062
2681
$5.49M ﹤0.01%
219,615
+7,143
2682
$5.49M ﹤0.01%
52,604
-22,475
2683
$5.48M ﹤0.01%
143,114
+39,270
2684
$5.48M ﹤0.01%
175,564
-4,234
2685
$5.48M ﹤0.01%
267,633
-21,903
2686
$5.47M ﹤0.01%
289,944
-208,999
2687
$5.46M ﹤0.01%
496,820
+143,519
2688
$5.46M ﹤0.01%
179,074
-50,683
2689
$5.45M ﹤0.01%
217,074
+54,778
2690
$5.44M ﹤0.01%
92,768
-71,631
2691
$5.42M ﹤0.01%
277,554
-114,256
2692
$5.41M ﹤0.01%
327,330
-164,426
2693
$5.4M ﹤0.01%
908,310
+12,917
2694
$5.4M ﹤0.01%
890,479
-142,199
2695
$5.4M ﹤0.01%
72,854
-14,765
2696
$5.39M ﹤0.01%
289,806
-6,713
2697
$5.37M ﹤0.01%
160,294
+83,700
2698
$5.37M ﹤0.01%
85,117
-279
2699
$5.36M ﹤0.01%
169,199
-141,797
2700
$5.35M ﹤0.01%
334,688
-12,028
106 107
108
109 110