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
3101
$3.78M ﹤0.01%
129,826
+16,916
3102
$3.78M ﹤0.01%
380,093
+92,571
3103
$3.78M ﹤0.01%
94,970
+41,926
3104
$3.78M ﹤0.01%
456,866
-61,110
3105
$3.78M ﹤0.01%
53,752
+23,443
3106
$3.77M ﹤0.01%
217,634
-10,765
3107
$3.77M ﹤0.01%
105,312
-25,216
3108
$3.76M ﹤0.01%
59,475
-3,703
3109
$3.76M ﹤0.01%
94,480
-35,187
3110
$3.76M ﹤0.01%
77,826
-10,724
3111
$3.75M ﹤0.01%
142,292
-35,587
3112
$3.75M ﹤0.01%
269,947
+82,034
3113
$3.75M ﹤0.01%
33,758
-2,614
3114
$3.74M ﹤0.01%
291,527
+22,506
3115
$3.74M ﹤0.01%
107,962
-9,580
3116
$3.74M ﹤0.01%
266,277
-16,604
3117
$3.73M ﹤0.01%
232,002
-29,358
3118
$3.73M ﹤0.01%
360,047
+244,037
3119
$3.73M ﹤0.01%
1,532,895
+85,598
3120
$3.72M ﹤0.01%
307,140
+8,061
3121
$3.72M ﹤0.01%
71,198
-49,429
3122
$3.72M ﹤0.01%
71,742
+18,787
3123
$3.72M ﹤0.01%
62,209
3124
$3.71M ﹤0.01%
67,672
-19,761
3125
$3.71M ﹤0.01%
179,137
-100,614
123 124
125
126 127