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
2801
$4.92M ﹤0.01%
550,878
+70,639
2802
$4.92M ﹤0.01%
62,187
-10,611
2803
$4.92M ﹤0.01%
13,766
-11,233
2804
$4.91M ﹤0.01%
573,543
+16,480
2805
$4.89M ﹤0.01%
45,062
-70,578
2806
$4.88M ﹤0.01%
100,397
-6,955
2807
$4.88M ﹤0.01%
322,784
+87,132
2808
$4.88M ﹤0.01%
282,792
-48,263
2809
$4.87M ﹤0.01%
37,360
-37,068
2810
$4.86M ﹤0.01%
70,417
-8,036
2811
$4.86M ﹤0.01%
329,218
-192,766
2812
$4.86M ﹤0.01%
120,739
-31,881
2813
$4.85M ﹤0.01%
241,624
-31,794
2814
$4.85M ﹤0.01%
485,854
+370,784
2815
$4.85M ﹤0.01%
342,381
+30,736
2816
$4.84M ﹤0.01%
115,053
-2,742
2817
$4.82M ﹤0.01%
73,735
+9,879
2818
$4.81M ﹤0.01%
260,506
+18,236
2819
$4.81M ﹤0.01%
79,611
+20,991
2820
$4.81M ﹤0.01%
434,957
-4,159
2821
$4.8M ﹤0.01%
402,000
-989,447
2822
$4.8M ﹤0.01%
217,303
+202,114
2823
$4.8M ﹤0.01%
402,392
-25,927
2824
$4.79M ﹤0.01%
256,057
+167,531
2825
$4.78M ﹤0.01%
341,106
-60,169
111 112
113
114 115