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
4276
$1M ﹤0.01%
58,704
+124
4277
$998K ﹤0.01%
30,859
+5,694
4278
$998K ﹤0.01%
45,981
+1,900
4279
$996K ﹤0.01%
64,428
-40,944
4280
$993K ﹤0.01%
54,849
+5,215
4281
$993K ﹤0.01%
46,133
+726
4282
$992K ﹤0.01%
55,426
-28,848
4283
$989K ﹤0.01%
26,986
-505,110
4284
$988K ﹤0.01%
14,841
-1,132
4285
$986K ﹤0.01%
84,858
-75,151
4286
$983K ﹤0.01%
74,142
+54,769
4287
$981K ﹤0.01%
192,265
+103,686
4288
$980K ﹤0.01%
77,683
+3,908
4289
$978K ﹤0.01%
24,262
-4,496
4290
$977K ﹤0.01%
70,829
-24,201
4291
$976K ﹤0.01%
65,389
+8,843
4292
$973K ﹤0.01%
14,727
+5,134
4293
$971K ﹤0.01%
20,765
+10,170
4294
$970K ﹤0.01%
40,202
-29,658
4295
$968K ﹤0.01%
20,581
-56,088
4296
$967K ﹤0.01%
23,372
+1,899
4297
$966K ﹤0.01%
57,414
-10,817
4298
$965K ﹤0.01%
19,265
+321
4299
$961K ﹤0.01%
74,342
-15,499
4300
$961K ﹤0.01%
84,760
+5,665
170 171
172
173 174