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
4226
$1.09M ﹤0.01%
17,069
-3,255
4227
$1.08M ﹤0.01%
140,333
-1,187,520
4228
$1.08M ﹤0.01%
123,077
-8,338
4229
$1.08M ﹤0.01%
36,983
-8,325
4230
$1.08M ﹤0.01%
71,103
+5,688
4231
$1.08M ﹤0.01%
43,018
+6,001
4232
$1.08M ﹤0.01%
83,440
+21,238
4233
$1.08M ﹤0.01%
82,251
+5,429
4234
$1.08M ﹤0.01%
36,542
+14,597
4235
$1.07M ﹤0.01%
77,791
-285,470
4236
$1.07M ﹤0.01%
39,651
-7,396
4237
$1.06M ﹤0.01%
73,106
-4,078
4238
$1.06M ﹤0.01%
55,780
+9,815
4239
$1.06M ﹤0.01%
26,901
+14,402
4240
$1.06M ﹤0.01%
116,555
-8,691
4241
$1.06M ﹤0.01%
79,468
-32,252
4242
$1.05M ﹤0.01%
112,411
-8,949
4243
$1.05M ﹤0.01%
28,293
-1,387
4244
$1.05M ﹤0.01%
58,525
+19,120
4245
$1.05M ﹤0.01%
228,383
-148,169
4246
$1.05M ﹤0.01%
104,403
-57
4247
$1.05M ﹤0.01%
18,406
-65,229
4248
$1.05M ﹤0.01%
33,210
-43,793
4249
$1.05M ﹤0.01%
31,849
-22,634
4250
$1.05M ﹤0.01%
41,522
-3,197
168 169
170
171 172