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
4376
$868K ﹤0.01%
55,355
+13,490
4377
$866K ﹤0.01%
16,271
+2,163
4378
$865K ﹤0.01%
108,174
-1,993
4379
$865K ﹤0.01%
42,759
-904
4380
$862K ﹤0.01%
+47,495
4381
$861K ﹤0.01%
86,698
+74,733
4382
$859K ﹤0.01%
21,331
-5,236
4383
$859K ﹤0.01%
48,481
+7,410
4384
$854K ﹤0.01%
27,252
+6,302
4385
$854K ﹤0.01%
43,995
+7,817
4386
$853K ﹤0.01%
34,307
-6,088
4387
$852K ﹤0.01%
13,617
4388
$851K ﹤0.01%
63,909
+6,586
4389
$851K ﹤0.01%
85,685
-14,139
4390
$851K ﹤0.01%
60,841
-5,789
4391
$849K ﹤0.01%
40,271
-10,003
4392
$849K ﹤0.01%
105,349
-59,027
4393
$847K ﹤0.01%
25,895
-4,012
4394
$846K ﹤0.01%
32,570
+75
4395
$842K ﹤0.01%
37,945
+6,345
4396
$837K ﹤0.01%
30,833
-9,321
4397
$837K ﹤0.01%
33,533
-3,520
4398
$836K ﹤0.01%
30,501
+6,915
4399
$833K ﹤0.01%
51,762
+1,510
4400
$832K ﹤0.01%
81,832
-97,106
174 175
176
177 178