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
4351
$894K ﹤0.01%
75,965
-62,931
4352
$894K ﹤0.01%
12,770
-11,994
4353
$894K ﹤0.01%
33,193
+4,862
4354
$891K ﹤0.01%
68,599
+11,140
4355
$890K ﹤0.01%
20,194
-1,279
4356
$890K ﹤0.01%
48,607
-10,598
4357
$889K ﹤0.01%
76,067
+67
4358
$888K ﹤0.01%
354,058
+107,813
4359
$888K ﹤0.01%
120,517
+760
4360
$885K ﹤0.01%
54,498
-6,244
4361
$884K ﹤0.01%
124,799
-42,086
4362
$884K ﹤0.01%
76,185
-63,436
4363
$882K ﹤0.01%
1,398
-692
4364
$881K ﹤0.01%
123,413
+11,550
4365
$881K ﹤0.01%
52,260
-2,202
4366
$881K ﹤0.01%
68,570
-171,032
4367
$880K ﹤0.01%
29,392
-9,845
4368
$879K ﹤0.01%
70,822
+11,120
4369
$879K ﹤0.01%
6,289
-1,683
4370
$877K ﹤0.01%
46,769
-213,691
4371
$874K ﹤0.01%
60,869
+1,026
4372
$874K ﹤0.01%
47,391
-28,738
4373
$873K ﹤0.01%
425,863
-236,723
4374
$870K ﹤0.01%
74,132
-3,816
4375
$869K ﹤0.01%
3,469
-9,947
173 174
175
176 177