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
2751
$5.12M ﹤0.01%
184,093
+22,384
2752
$5.12M ﹤0.01%
41,666
+4,841
2753
$5.11M ﹤0.01%
228,045
-2,988
2754
$5.1M ﹤0.01%
242,515
-40,590
2755
$5.1M ﹤0.01%
391,115
+142,767
2756
$5.09M ﹤0.01%
106,710
-17,955
2757
$5.09M ﹤0.01%
1,571,547
+138,700
2758
$5.09M ﹤0.01%
636,055
-114,772
2759
$5.08M ﹤0.01%
681,316
-2,422,026
2760
$5.08M ﹤0.01%
155,098
-63,687
2761
$5.07M ﹤0.01%
51,771
-45,504
2762
$5.07M ﹤0.01%
306,695
+40,903
2763
$5.06M ﹤0.01%
64,550
-8,799
2764
$5.06M ﹤0.01%
246,365
-6,063
2765
$5.06M ﹤0.01%
195,780
-73,408
2766
$5.06M ﹤0.01%
133,326
-27,947
2767
$5.06M ﹤0.01%
45,826
-12,530
2768
$5.04M ﹤0.01%
7,837
+1,941
2769
$5.04M ﹤0.01%
250,176
+81,624
2770
$5.04M ﹤0.01%
38,152
+16,529
2771
$5.03M ﹤0.01%
240,284
+20,741
2772
$5.02M ﹤0.01%
44,801
-2,898
2773
$5.02M ﹤0.01%
107,682
-40,707
2774
$5.02M ﹤0.01%
1,161,477
-19,360
2775
$5.02M ﹤0.01%
388,726
-971,276
109 110
111
112 113