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
3176
$3.55M ﹤0.01%
114,115
-5,453
3177
$3.55M ﹤0.01%
293,230
+10,919
3178
$3.54M ﹤0.01%
186,087
-127,772
3179
$3.54M ﹤0.01%
1,003,492
-40,369
3180
$3.54M ﹤0.01%
316,063
+36,602
3181
$3.53M ﹤0.01%
61,543
-29,820
3182
$3.53M ﹤0.01%
109,885
+4,639
3183
$3.53M ﹤0.01%
54,911
+13,460
3184
$3.52M ﹤0.01%
12,872
+1,303
3185
$3.52M ﹤0.01%
58,921
+659
3186
$3.52M ﹤0.01%
159,200
-112,482
3187
$3.51M ﹤0.01%
152,748
-4,601
3188
$3.51M ﹤0.01%
360,204
+260,099
3189
$3.49M ﹤0.01%
396,976
+88,271
3190
$3.49M ﹤0.01%
69,193
-1,964
3191
$3.49M ﹤0.01%
66,083
-144,800
3192
$3.49M ﹤0.01%
20,219
-3,827
3193
$3.49M ﹤0.01%
132,695
-394,992
3194
$3.48M ﹤0.01%
71,404
-52,308
3195
$3.48M ﹤0.01%
91,551
+4,052
3196
$3.48M ﹤0.01%
70,492
+26,481
3197
$3.48M ﹤0.01%
123,790
-135,979
3198
$3.48M ﹤0.01%
124,337
+40,582
3199
$3.48M ﹤0.01%
25,742
-1,146
3200
$3.47M ﹤0.01%
487,880
+186,191
126 127
128
129 130