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
3201
$3.47M ﹤0.01%
109,975
-2,251
3202
$3.46M ﹤0.01%
32,977
-7,506
3203
$3.46M ﹤0.01%
115,191
+23,018
3204
$3.46M ﹤0.01%
34,175
-1,607
3205
$3.46M ﹤0.01%
24,596
+3,293
3206
$3.46M ﹤0.01%
124,581
+56,347
3207
$3.46M ﹤0.01%
45,094
-6,380
3208
$3.45M ﹤0.01%
272,180
-39,821
3209
$3.45M ﹤0.01%
563,293
+117,158
3210
$3.45M ﹤0.01%
186,788
+92,358
3211
$3.44M ﹤0.01%
265,242
+2,143
3212
$3.44M ﹤0.01%
219,957
+183,870
3213
$3.44M ﹤0.01%
60,546
-13,701
3214
$3.44M ﹤0.01%
50,305
-15,224
3215
$3.44M ﹤0.01%
132,520
+2,028
3216
$3.42M ﹤0.01%
55,865
+1,302
3217
$3.42M ﹤0.01%
216,045
-43,325
3218
$3.42M ﹤0.01%
475,863
-404,827
3219
$3.41M ﹤0.01%
255,056
+9,520
3220
$3.41M ﹤0.01%
655,230
-47,168
3221
$3.4M ﹤0.01%
151,478
+17,564
3222
$3.4M ﹤0.01%
140,923
-13,770
3223
$3.39M ﹤0.01%
215,224
-250,224
3224
$3.38M ﹤0.01%
745,632
-939
3225
$3.38M ﹤0.01%
35,925
+7,855
127 128
129
130 131