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
4101
$1.28M ﹤0.01%
23,578
-9,057
4102
$1.27M ﹤0.01%
45,089
-14,743
4103
$1.27M ﹤0.01%
101,802
+16,665
4104
$1.27M ﹤0.01%
133,154
-346
4105
$1.27M ﹤0.01%
32,020
-3,008
4106
$1.27M ﹤0.01%
35,180
-4,862
4107
$1.26M ﹤0.01%
185,399
+51,589
4108
$1.26M ﹤0.01%
552,455
+200
4109
$1.26M ﹤0.01%
97,562
-12,824
4110
$1.26M ﹤0.01%
39,351
-46,022
4111
$1.26M ﹤0.01%
75,282
-17,800
4112
$1.26M ﹤0.01%
109,782
-67,749
4113
$1.26M ﹤0.01%
86,998
+3,381
4114
$1.25M ﹤0.01%
343,741
+129,190
4115
$1.25M ﹤0.01%
74,877
-26,971
4116
$1.25M ﹤0.01%
300,538
-38,019
4117
$1.25M ﹤0.01%
570,474
-83,329
4118
$1.25M ﹤0.01%
67,788
+323
4119
$1.25M ﹤0.01%
62,617
-126,354
4120
$1.24M ﹤0.01%
20,182
+3,158
4121
$1.24M ﹤0.01%
43,184
-20,921
4122
$1.24M ﹤0.01%
174,284
+60,815
4123
$1.24M ﹤0.01%
62,339
-8,924
4124
$1.24M ﹤0.01%
271,370
-37,792
4125
$1.23M ﹤0.01%
43,900
-7,224
163 164
165
166 167