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
2876
$4.55M ﹤0.01%
541,559
-48,190
2877
$4.55M ﹤0.01%
190,000
2878
$4.55M ﹤0.01%
128,245
-43,094
2879
$4.55M ﹤0.01%
415,213
+304,610
2880
$4.55M ﹤0.01%
123,184
-2,161
2881
$4.55M ﹤0.01%
227,414
+40,931
2882
$4.55M ﹤0.01%
209,134
-468
2883
$4.54M ﹤0.01%
208,705
+75,889
2884
$4.54M ﹤0.01%
120,126
-4,856
2885
$4.54M ﹤0.01%
574,379
+50,354
2886
$4.54M ﹤0.01%
136,824
+25,259
2887
$4.54M ﹤0.01%
804,349
+109,597
2888
$4.54M ﹤0.01%
274,529
+27,465
2889
$4.54M ﹤0.01%
175,221
+16,631
2890
$4.53M ﹤0.01%
25,944
+16,690
2891
$4.53M ﹤0.01%
382,880
-16,708
2892
$4.53M ﹤0.01%
281,225
+14,304
2893
$4.52M ﹤0.01%
104,729
-96,173
2894
$4.52M ﹤0.01%
168,352
+7,087
2895
$4.52M ﹤0.01%
83,440
-12,971
2896
$4.52M ﹤0.01%
146,698
-14,186
2897
$4.52M ﹤0.01%
469,928
+924
2898
$4.51M ﹤0.01%
109,080
-91,427
2899
$4.51M ﹤0.01%
87,975
+26,407
2900
$4.51M ﹤0.01%
132,614
-6,828
114 115
116
117 118