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
2851
$4.68M ﹤0.01%
231,238
-1,575,301
2852
$4.68M ﹤0.01%
74,529
-7,148
2853
$4.68M ﹤0.01%
124,375
+22,956
2854
$4.67M ﹤0.01%
165,153
+21,168
2855
$4.65M ﹤0.01%
255,422
+50,480
2856
$4.65M ﹤0.01%
132,538
+13,369
2857
$4.65M ﹤0.01%
93,178
+24,489
2858
$4.64M ﹤0.01%
585,486
+46,424
2859
$4.64M ﹤0.01%
54,796
-19,530
2860
$4.63M ﹤0.01%
111,668
+12,812
2861
$4.63M ﹤0.01%
328,033
+601
2862
$4.63M ﹤0.01%
133,841
+125,321
2863
$4.63M ﹤0.01%
212,652
+43,357
2864
$4.63M ﹤0.01%
224,580
+1,935
2865
$4.61M ﹤0.01%
352,046
+53,282
2866
$4.61M ﹤0.01%
125,733
+9,834
2867
$4.6M ﹤0.01%
110,843
+18,292
2868
$4.59M ﹤0.01%
360,307
+42,793
2869
$4.58M ﹤0.01%
254,755
-22,765
2870
$4.58M ﹤0.01%
160,476
+88,514
2871
$4.58M ﹤0.01%
112,233
+17,683
2872
$4.58M ﹤0.01%
58,770
-6,350
2873
$4.58M ﹤0.01%
103,051
+42,952
2874
$4.57M ﹤0.01%
181,524
+4,869
2875
$4.56M ﹤0.01%
+95,882
113 114
115
116 117