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
4151
$1.2M ﹤0.01%
326,167
-44,649
4152
$1.2M ﹤0.01%
26,581
-4,683
4153
$1.2M ﹤0.01%
100,638
+24,833
4154
$1.19M ﹤0.01%
80,436
+194
4155
$1.19M ﹤0.01%
86,744
+4,824
4156
$1.19M ﹤0.01%
23,779
-1,332
4157
$1.19M ﹤0.01%
15,443
+465
4158
$1.18M ﹤0.01%
42,493
+21,572
4159
$1.18M ﹤0.01%
71,814
-102,951
4160
$1.18M ﹤0.01%
30,619
+8,128
4161
$1.18M ﹤0.01%
122,700
-9,072
4162
$1.18M ﹤0.01%
327,248
+34,553
4163
$1.17M ﹤0.01%
83,811
+38,193
4164
$1.17M ﹤0.01%
58,363
+11,104
4165
$1.17M ﹤0.01%
47,048
+289
4166
$1.17M ﹤0.01%
32,235
+10,787
4167
$1.16M ﹤0.01%
22,214
-14,193
4168
$1.16M ﹤0.01%
+195,078
4169
$1.16M ﹤0.01%
43,018
+12,543
4170
$1.16M ﹤0.01%
58,332
-15,500
4171
$1.16M ﹤0.01%
5,531
+201
4172
$1.16M ﹤0.01%
9,111
+371
4173
$1.16M ﹤0.01%
130,624
-66,612
4174
$1.16M ﹤0.01%
153,569
+41,806
4175
$1.15M ﹤0.01%
54,729
+9,588
165 166
167
168 169