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
3076
$3.88M ﹤0.01%
87,533
-64,499
3077
$3.87M ﹤0.01%
538,824
+29,504
3078
$3.87M ﹤0.01%
236,933
-25,959
3079
$3.87M ﹤0.01%
432,305
-13,509
3080
$3.87M ﹤0.01%
625,707
+59,947
3081
$3.87M ﹤0.01%
63,654
-11,142
3082
$3.86M ﹤0.01%
198,600
+25,290
3083
$3.86M ﹤0.01%
457,603
+90,253
3084
$3.85M ﹤0.01%
222,045
+24,489
3085
$3.85M ﹤0.01%
+229,299
3086
$3.84M ﹤0.01%
75,949
+39,506
3087
$3.84M ﹤0.01%
87,162
-105,649
3088
$3.84M ﹤0.01%
321,223
-174,441
3089
$3.83M ﹤0.01%
193,852
+28,775
3090
$3.83M ﹤0.01%
68,704
-749
3091
$3.82M ﹤0.01%
264,953
+2,786
3092
$3.82M ﹤0.01%
226,593
-158,344
3093
$3.82M ﹤0.01%
104,476
-8,053
3094
$3.82M ﹤0.01%
147,911
+18,024
3095
$3.81M ﹤0.01%
143,756
-42
3096
$3.8M ﹤0.01%
113,111
+11,932
3097
$3.79M ﹤0.01%
226,407
+21,727
3098
$3.79M ﹤0.01%
193,962
-51,082
3099
$3.79M ﹤0.01%
22,976
+1,175
3100
$3.79M ﹤0.01%
91,220
-4,210
122 123
124
125 126