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
4126
$1.23M ﹤0.01%
33,325
+751
4127
$1.23M ﹤0.01%
107,278
+156
4128
$1.23M ﹤0.01%
64,625
-5,414
4129
$1.23M ﹤0.01%
78,368
+2,637
4130
$1.23M ﹤0.01%
43,670
+1,495
4131
$1.23M ﹤0.01%
50,036
-1,361
4132
$1.22M ﹤0.01%
30,661
-14,422
4133
$1.22M ﹤0.01%
30,931
+637
4134
$1.22M ﹤0.01%
39,584
-29,099
4135
$1.22M ﹤0.01%
46,395
-10,126
4136
$1.22M ﹤0.01%
81,847
-12,489
4137
$1.22M ﹤0.01%
+34,672
4138
$1.22M ﹤0.01%
75,586
+19,260
4139
$1.22M ﹤0.01%
74,690
-214,765
4140
$1.21M ﹤0.01%
93,349
+32,663
4141
$1.21M ﹤0.01%
78,802
-40,436
4142
$1.21M ﹤0.01%
42,364
-4,837
4143
$1.21M ﹤0.01%
145,746
+996
4144
$1.21M ﹤0.01%
119,040
-22,654
4145
$1.21M ﹤0.01%
55,105
-6,747
4146
$1.21M ﹤0.01%
91,621
+19,961
4147
$1.2M ﹤0.01%
32,460
-1,434
4148
$1.2M ﹤0.01%
79,467
+57,538
4149
$1.2M ﹤0.01%
51,538
-75,220
4150
$1.2M ﹤0.01%
57,068
-1,382
164 165
166
167 168