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
4401
$831K ﹤0.01%
69,768
+11,944
4402
$831K ﹤0.01%
11,002
-2,696
4403
$830K ﹤0.01%
31,292
+4,757
4404
$824K ﹤0.01%
46,902
+1,623
4405
$824K ﹤0.01%
4,533
-485
4406
$820K ﹤0.01%
66,979
+37,897
4407
$814K ﹤0.01%
+28,970
4408
$813K ﹤0.01%
121,036
-99,338
4409
$813K ﹤0.01%
354,704
-38,265
4410
$813K ﹤0.01%
28,584
+1,436
4411
$813K ﹤0.01%
70,753
-228,624
4412
$812K ﹤0.01%
75,165
-13,380
4413
$811K ﹤0.01%
+60,878
4414
$811K ﹤0.01%
539,985
+442,374
4415
$810K ﹤0.01%
16,909
-3,690
4416
$810K ﹤0.01%
46,032
+23,712
4417
$810K ﹤0.01%
33,174
+10,738
4418
$806K ﹤0.01%
121,353
+20,607
4419
$806K ﹤0.01%
16,207
-6,666
4420
$805K ﹤0.01%
117,555
+30,868
4421
$804K ﹤0.01%
73,783
-149,134
4422
$804K ﹤0.01%
118,459
-155,606
4423
$802K ﹤0.01%
47,636
+20,080
4424
$801K ﹤0.01%
50,411
+5,111
4425
$800K ﹤0.01%
21,439
+12,715
175 176
177
178 179