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
2701
$5.35M ﹤0.01%
406,842
+38,984
2702
$5.34M ﹤0.01%
196,851
+132,025
2703
$5.34M ﹤0.01%
91,252
+2,699
2704
$5.34M ﹤0.01%
640,049
-9,764
2705
$5.34M ﹤0.01%
108,492
-38,904
2706
$5.33M ﹤0.01%
269,935
-44,458
2707
$5.33M ﹤0.01%
360,085
-1,686,615
2708
$5.33M ﹤0.01%
242,677
-9,081
2709
$5.33M ﹤0.01%
419,941
+182,194
2710
$5.32M ﹤0.01%
572,223
+141,795
2711
$5.3M ﹤0.01%
83,835
-64,651
2712
$5.3M ﹤0.01%
384,433
+3,151
2713
$5.3M ﹤0.01%
317,471
+199
2714
$5.29M ﹤0.01%
1,160,498
-640,251
2715
$5.28M ﹤0.01%
402,864
+7,552
2716
$5.28M ﹤0.01%
163,310
+96,625
2717
$5.28M ﹤0.01%
249,995
+81,769
2718
$5.27M ﹤0.01%
83,951
-1,494
2719
$5.27M ﹤0.01%
457,907
-101,647
2720
$5.26M ﹤0.01%
110,239
-9,184
2721
$5.25M ﹤0.01%
38,351
+366
2722
$5.24M ﹤0.01%
110,591
-44,055
2723
$5.24M ﹤0.01%
112,729
-20,900
2724
$5.23M ﹤0.01%
233,048
-74,139
2725
$5.22M ﹤0.01%
88,999
-89,710
107 108
109
110 111