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
3001
$4.08M ﹤0.01%
239,770
+68,089
3002
$4.08M ﹤0.01%
83,637
+7,053
3003
$4.08M ﹤0.01%
47,524
+2,454
3004
$4.08M ﹤0.01%
77,953
+7,019
3005
$4.07M ﹤0.01%
79,204
-9,659
3006
$4.07M ﹤0.01%
301,744
-62,683
3007
$4.07M ﹤0.01%
83,497
+41,977
3008
$4.07M ﹤0.01%
139,290
+24,074
3009
$4.06M ﹤0.01%
126,112
+2,664
3010
$4.06M ﹤0.01%
51,072
-37,735
3011
$4.06M ﹤0.01%
355,751
-50,517
3012
$4.05M ﹤0.01%
121,506
+27,870
3013
$4.05M ﹤0.01%
239,106
-79,302
3014
$4.04M ﹤0.01%
516,461
+27,505
3015
$4.04M ﹤0.01%
124,307
+4,039
3016
$4.03M ﹤0.01%
108,804
-18,440
3017
$4.03M ﹤0.01%
299,958
-23,265
3018
$4.03M ﹤0.01%
185,056
-41,910
3019
$4.02M ﹤0.01%
591,480
+84,047
3020
$4.02M ﹤0.01%
176,148
-45,989
3021
$4.02M ﹤0.01%
137,920
+22,726
3022
$4.02M ﹤0.01%
84,959
-14,993
3023
$4.01M ﹤0.01%
210,688
+41,642
3024
$4.01M ﹤0.01%
63,342
-143,532
3025
$4.01M ﹤0.01%
50,373
+1,047
119 120
121
122 123