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
3126
$3.71M ﹤0.01%
68,607
-14,439
3127
$3.71M ﹤0.01%
296,960
+10,605
3128
$3.71M ﹤0.01%
71,276
+55,183
3129
$3.71M ﹤0.01%
55,878
-4,880
3130
$3.71M ﹤0.01%
16,694
+2,349
3131
$3.71M ﹤0.01%
112,619
-172,535
3132
$3.7M ﹤0.01%
93,517
-46,094
3133
$3.7M ﹤0.01%
399,070
-205,566
3134
$3.69M ﹤0.01%
108,944
-2,573
3135
$3.69M ﹤0.01%
256,456
+19,563
3136
$3.69M ﹤0.01%
129,426
-116,854
3137
$3.69M ﹤0.01%
216,434
-127,487
3138
$3.68M ﹤0.01%
34,503
+2,172
3139
$3.67M ﹤0.01%
286,027
-29,715
3140
$3.67M ﹤0.01%
304,950
-3,010
3141
$3.67M ﹤0.01%
183,993
+27,171
3142
$3.66M ﹤0.01%
221,672
-219,339
3143
$3.66M ﹤0.01%
70,090
-2,850
3144
$3.66M ﹤0.01%
187,271
-49,921
3145
$3.66M ﹤0.01%
65,909
-5,933
3146
$3.65M ﹤0.01%
126,327
-7,631
3147
$3.65M ﹤0.01%
48,169
-10,116
3148
$3.64M ﹤0.01%
77,518
+25,649
3149
$3.64M ﹤0.01%
65,252
+21,506
3150
$3.64M ﹤0.01%
576,279
-236,888
124 125
126
127 128