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
2951
$4.3M ﹤0.01%
172,792
+19,759
2952
$4.29M ﹤0.01%
324,763
-18,463
2953
$4.27M ﹤0.01%
31,506
+3,944
2954
$4.26M ﹤0.01%
230,755
+47,200
2955
$4.26M ﹤0.01%
449,289
-8,955
2956
$4.26M ﹤0.01%
483,451
+22,488
2957
$4.25M ﹤0.01%
62,632
+30,668
2958
$4.25M ﹤0.01%
316,902
+164,745
2959
$4.25M ﹤0.01%
76,127
-30,847
2960
$4.25M ﹤0.01%
71,209
+10,776
2961
$4.25M ﹤0.01%
290,255
-46,945
2962
$4.25M ﹤0.01%
84,979
-303,644
2963
$4.24M ﹤0.01%
309,190
-316,863
2964
$4.23M ﹤0.01%
16,664
-958
2965
$4.22M ﹤0.01%
+215,143
2966
$4.22M ﹤0.01%
326,810
-12,101
2967
$4.21M ﹤0.01%
224,970
-225,571
2968
$4.21M ﹤0.01%
516,991
-1,226,506
2969
$4.21M ﹤0.01%
122,418
-26,094
2970
$4.21M ﹤0.01%
155,788
+8,409
2971
$4.2M ﹤0.01%
314,773
+77,433
2972
$4.19M ﹤0.01%
167,971
+10,167
2973
$4.19M ﹤0.01%
130,904
+126,578
2974
$4.19M ﹤0.01%
123,875
+18,616
2975
$4.18M ﹤0.01%
173,957
-32,457
117 118
119
120 121