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
4201
$1.12M ﹤0.01%
69,977
-15,672
4202
$1.12M ﹤0.01%
61,088
+24,979
4203
$1.11M ﹤0.01%
55,649
-6,837
4204
$1.11M ﹤0.01%
30,840
-7,586
4205
$1.11M ﹤0.01%
73,995
-1,573
4206
$1.1M ﹤0.01%
389,984
+273,327
4207
$1.1M ﹤0.01%
41,523
-300
4208
$1.1M ﹤0.01%
38,861
+3,742
4209
$1.1M ﹤0.01%
34,325
-2,562
4210
$1.1M ﹤0.01%
72,158
-11,826
4211
$1.1M ﹤0.01%
86,921
+5,895
4212
$1.09M ﹤0.01%
80,191
+1,195
4213
$1.09M ﹤0.01%
46,307
-5,638
4214
$1.09M ﹤0.01%
9,299
-7,142
4215
$1.09M ﹤0.01%
22,089
+11,246
4216
$1.09M ﹤0.01%
62,367
+5,144
4217
$1.09M ﹤0.01%
323,941
+103,152
4218
$1.09M ﹤0.01%
31,828
+28,688
4219
$1.09M ﹤0.01%
63,547
-281,083
4220
$1.09M ﹤0.01%
49,414
+2,133
4221
$1.09M ﹤0.01%
14,610
-3,390
4222
$1.09M ﹤0.01%
62,254
+3,226
4223
$1.09M ﹤0.01%
1,168
+626
4224
$1.09M ﹤0.01%
194,474
+8,576
4225
$1.09M ﹤0.01%
115,865
-7,306
167 168
169
170 171