Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,073
New
Increased
Reduced
Closed

Top Buys

1
+$828M
2
+$788M
3
+$771M
4
AAPL icon
Apple
AAPL
+$719M
5
BAX icon
Baxter International
BAX
+$571M

Top Sells

1
+$1.57B
2
+$967M
3
+$455M
4
BKNG icon
Booking.com
BKNG
+$401M
5
GGP
GGP Inc.
GGP
+$384M

Sector Composition

1 Technology 13.16%
2 Healthcare 9.53%
3 Financials 9.25%
4 Consumer Discretionary 7.98%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4176
$1.42M ﹤0.01%
59,634
-59,785
4177
$1.42M ﹤0.01%
71,643
+30,538
4178
$1.41M ﹤0.01%
32,163
-4,380
4179
$1.41M ﹤0.01%
29,890
-6,155
4180
$1.41M ﹤0.01%
120,139
+2,255
4181
$1.41M ﹤0.01%
116,559
+3,639
4182
$1.41M ﹤0.01%
108,323
+54,275
4183
$1.4M ﹤0.01%
41,598
+6,194
4184
$1.4M ﹤0.01%
52,999
-26,514
4185
$1.4M ﹤0.01%
177,103
-85,180
4186
$1.4M ﹤0.01%
59,060
-384,992
4187
$1.39M ﹤0.01%
65,677
+1,070
4188
$1.39M ﹤0.01%
35,357
-47,083
4189
$1.39M ﹤0.01%
+78,557
4190
$1.38M ﹤0.01%
70,516
-11,560
4191
$1.38M ﹤0.01%
34,506
-51,980
4192
$1.38M ﹤0.01%
90,436
-33,024
4193
$1.38M ﹤0.01%
37,997
+25,485
4194
$1.38M ﹤0.01%
130,699
-44,299
4195
$1.38M ﹤0.01%
119,318
-12,487
4196
$1.37M ﹤0.01%
28,903
-9,161
4197
$1.37M ﹤0.01%
93,710
-9,531
4198
$1.37M ﹤0.01%
36,643
+10,477
4199
$1.37M ﹤0.01%
64,008
-135,806
4200
$1.37M ﹤0.01%
202,897
-95,619
166 167
168
169 170