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
4426
$798K ﹤0.01%
16,068
-7,020
4427
$798K ﹤0.01%
42,777
-5,450
4428
$798K ﹤0.01%
125,715
-114,767
4429
$798K ﹤0.01%
20,593
+1,063
4430
$797K ﹤0.01%
32,674
-6,882
4431
$792K ﹤0.01%
104,168
-8,428
4432
$790K ﹤0.01%
31,599
+3,811
4433
$789K ﹤0.01%
6,904
+311
4434
$789K ﹤0.01%
60,659
-18,670
4435
$788K ﹤0.01%
32,969
+10,706
4436
$788K ﹤0.01%
12,419
+11,613
4437
$788K ﹤0.01%
155,417
+11,335
4438
$787K ﹤0.01%
111,852
-11,125
4439
$786K ﹤0.01%
22,553
-6,678
4440
$785K ﹤0.01%
20,356
+6,876
4441
$783K ﹤0.01%
25,211
-7,990
4442
$782K ﹤0.01%
23,158
+5,873
4443
$781K ﹤0.01%
42,626
-66,788
4444
$778K ﹤0.01%
1,149
+1,110
4445
$777K ﹤0.01%
90,809
+10,333
4446
$775K ﹤0.01%
46,857
-16,877
4447
$775K ﹤0.01%
46,053
-24,945
4448
$775K ﹤0.01%
44,676
-8,398
4449
$774K ﹤0.01%
5,082
+344
4450
$774K ﹤0.01%
56,093
+23,562
176 177
178
179 180