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
2776
$5.01M ﹤0.01%
76,428
-18,168
2777
$5.01M ﹤0.01%
310,767
-77,213
2778
$5.01M ﹤0.01%
93,645
+18,512
2779
$5M ﹤0.01%
202,967
+165,215
2780
$5M ﹤0.01%
389,348
+6,819
2781
$5M ﹤0.01%
129,597
-63,507
2782
$5M ﹤0.01%
189,118
+76,766
2783
$5M ﹤0.01%
133,558
-40,649
2784
$5M ﹤0.01%
366,191
-28,686
2785
$4.99M ﹤0.01%
228,540
+19,403
2786
$4.99M ﹤0.01%
320,512
+63,784
2787
$4.99M ﹤0.01%
71,100
+1,672
2788
$4.99M ﹤0.01%
1,201,355
-10,950
2789
$4.97M ﹤0.01%
191,485
-58,860
2790
$4.97M ﹤0.01%
133,848
-482,716
2791
$4.97M ﹤0.01%
405,340
+61,788
2792
$4.97M ﹤0.01%
43,977
-80,644
2793
$4.97M ﹤0.01%
54,631
+19,510
2794
$4.96M ﹤0.01%
76,694
-22,995
2795
$4.96M ﹤0.01%
362,027
-27,615
2796
$4.95M ﹤0.01%
113,221
+250
2797
$4.94M ﹤0.01%
597,211
+34,707
2798
$4.93M ﹤0.01%
205,778
+6,832
2799
$4.93M ﹤0.01%
140,282
-15,995
2800
$4.93M ﹤0.01%
194,062
+16,582
110 111
112
113 114