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
2976
$4.18M ﹤0.01%
83,540
+5,625
2977
$4.17M ﹤0.01%
255,262
-165,926
2978
$4.17M ﹤0.01%
187,919
+149,584
2979
$4.16M ﹤0.01%
671,586
+397
2980
$4.15M ﹤0.01%
106,977
-24,160
2981
$4.15M ﹤0.01%
232,107
+6,135
2982
$4.14M ﹤0.01%
288,076
-5,309
2983
$4.14M ﹤0.01%
66,621
-9,487
2984
$4.13M ﹤0.01%
159,513
+92,168
2985
$4.13M ﹤0.01%
215,492
+72,955
2986
$4.12M ﹤0.01%
188,106
+56,137
2987
$4.12M ﹤0.01%
148,856
-41,971
2988
$4.12M ﹤0.01%
118,065
-7,293
2989
$4.12M ﹤0.01%
73,485
-4,275
2990
$4.12M ﹤0.01%
136,776
+15,092
2991
$4.12M ﹤0.01%
90,738
-1,314
2992
$4.11M ﹤0.01%
140,155
-110,230
2993
$4.11M ﹤0.01%
223,779
-2,468
2994
$4.11M ﹤0.01%
237,486
-82,986
2995
$4.11M ﹤0.01%
41,040
-5,693
2996
$4.1M ﹤0.01%
120,710
-10,884
2997
$4.1M ﹤0.01%
39,497
-1,870
2998
$4.09M ﹤0.01%
108,667
-4,924
2999
$4.09M ﹤0.01%
219,160
-134,886
3000
$4.08M ﹤0.01%
111,660
-47,085
118 119
120
121 122