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

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
2726
$5.22M ﹤0.01%
96,608
-21,610
2727
$5.21M ﹤0.01%
86,987
-27,915
2728
$5.21M ﹤0.01%
318,531
-32,931
2729
$5.21M ﹤0.01%
533,267
+210,983
2730
$5.2M ﹤0.01%
297,832
-186,029
2731
$5.2M ﹤0.01%
144,032
-18,304
2732
$5.19M ﹤0.01%
136,119
-48,996
2733
$5.19M ﹤0.01%
96,968
+21,427
2734
$5.18M ﹤0.01%
339,884
-9,964
2735
$5.18M ﹤0.01%
203,831
+18,371
2736
$5.18M ﹤0.01%
222,660
-62,506
2737
$5.17M ﹤0.01%
214,319
-39,972
2738
$5.17M ﹤0.01%
131,503
-69,638
2739
$5.16M ﹤0.01%
54,737
-19,493
2740
$5.16M ﹤0.01%
118,808
-47,721
2741
$5.15M ﹤0.01%
296,533
+3,785
2742
$5.14M ﹤0.01%
50,992
-2,944
2743
$5.14M ﹤0.01%
125,291
2744
$5.14M ﹤0.01%
277,440
-177,112
2745
$5.14M ﹤0.01%
151,282
-14,783
2746
$5.13M ﹤0.01%
+229,447
2747
$5.13M ﹤0.01%
130,249
+40,079
2748
$5.13M ﹤0.01%
274,835
-543,688
2749
$5.12M ﹤0.01%
259,241
-186,034
2750
$5.12M ﹤0.01%
336,400
+31,482