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
2826
$4.78M ﹤0.01%
518,117
+461,831
2827
$4.78M ﹤0.01%
162,156
+16,479
2828
$4.78M ﹤0.01%
287,845
+6,380
2829
$4.78M ﹤0.01%
242,976
-20,074
2830
$4.77M ﹤0.01%
140,002
+34,065
2831
$4.77M ﹤0.01%
209,350
+15,686
2832
$4.77M ﹤0.01%
98,082
-34,070
2833
$4.76M ﹤0.01%
156,234
+6,432
2834
$4.76M ﹤0.01%
518,798
+66,544
2835
$4.76M ﹤0.01%
622,235
-736,708
2836
$4.76M ﹤0.01%
188,143
+17,605
2837
$4.76M ﹤0.01%
91,011
-20,554
2838
$4.76M ﹤0.01%
118,367
-5,552
2839
$4.75M ﹤0.01%
78,198
+24,113
2840
$4.75M ﹤0.01%
76,983
+72,702
2841
$4.74M ﹤0.01%
181,731
-95,537
2842
$4.74M ﹤0.01%
269,104
-64,222
2843
$4.73M ﹤0.01%
179,091
+25,421
2844
$4.71M ﹤0.01%
1,545,824
+1,259,885
2845
$4.71M ﹤0.01%
6,627
-8,457
2846
$4.71M ﹤0.01%
46,800
-9,632
2847
$4.71M ﹤0.01%
1,206,639
+475,071
2848
$4.7M ﹤0.01%
578,521
-101,918
2849
$4.69M ﹤0.01%
317,115
+164,523
2850
$4.69M ﹤0.01%
79,383
-11,348
112 113
114
115 116