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
4176
$1.15M ﹤0.01%
15,009
+8,832
4177
$1.15M ﹤0.01%
132,118
-3,217
4178
$1.15M ﹤0.01%
81,547
-2,657
4179
$1.15M ﹤0.01%
12,183
-441
4180
$1.14M ﹤0.01%
26,392
-50,508
4181
$1.14M ﹤0.01%
74,095
-320
4182
$1.14M ﹤0.01%
73,350
+20,266
4183
$1.14M ﹤0.01%
42,425
+6,806
4184
$1.14M ﹤0.01%
54,047
+1,796
4185
$1.13M ﹤0.01%
40,830
+30,594
4186
$1.13M ﹤0.01%
43,220
+43,216
4187
$1.13M ﹤0.01%
31,823
-67,257
4188
$1.13M ﹤0.01%
75,537
-84,486
4189
$1.13M ﹤0.01%
20,591
+9,941
4190
$1.13M ﹤0.01%
25,928
+1,606
4191
$1.13M ﹤0.01%
31,364
+23,397
4192
$1.13M ﹤0.01%
82,382
-13,690
4193
$1.13M ﹤0.01%
72,566
+25,407
4194
$1.13M ﹤0.01%
74,524
-2,210
4195
$1.13M ﹤0.01%
77,105
+647
4196
$1.13M ﹤0.01%
551,692
+143,461
4197
$1.12M ﹤0.01%
133,622
+14,319
4198
$1.12M ﹤0.01%
115,137
-7,175
4199
$1.12M ﹤0.01%
81,164
-453,695
4200
$1.12M ﹤0.01%
56,955
+684
166 167
168
169 170