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
3151
$3.63M ﹤0.01%
39,736
+322
3152
$3.63M ﹤0.01%
45,294
-74,918
3153
$3.63M ﹤0.01%
122,633
-12,283
3154
$3.63M ﹤0.01%
92,687
+16,682
3155
$3.63M ﹤0.01%
202,456
+45,789
3156
$3.62M ﹤0.01%
150,860
-24,361
3157
$3.62M ﹤0.01%
28,319
+4,771
3158
$3.61M ﹤0.01%
151,535
+121,886
3159
$3.6M ﹤0.01%
846,795
+142,357
3160
$3.6M ﹤0.01%
174,087
+51,714
3161
$3.6M ﹤0.01%
82,278
-196,634
3162
$3.59M ﹤0.01%
132,433
-40,731
3163
$3.59M ﹤0.01%
122,478
-3,450
3164
$3.59M ﹤0.01%
116,227
+28,840
3165
$3.58M ﹤0.01%
48,532
-49,266
3166
$3.58M ﹤0.01%
159,081
-4,321
3167
$3.58M ﹤0.01%
76,507
+59,936
3168
$3.58M ﹤0.01%
151,128
-10,274
3169
$3.58M ﹤0.01%
144,921
-56,127
3170
$3.57M ﹤0.01%
77,885
+36,183
3171
$3.57M ﹤0.01%
147,069
+20,091
3172
$3.57M ﹤0.01%
74,120
-15,206
3173
$3.57M ﹤0.01%
61,195
+21,694
3174
$3.57M ﹤0.01%
240,422
+14,217
3175
$3.56M ﹤0.01%
421,757
+91,834
125 126
127
128 129