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
4451
$772K ﹤0.01%
38,273
+20,393
4452
$771K ﹤0.01%
55,111
+4,609
4453
$771K ﹤0.01%
60,274
-18,359
4454
$771K ﹤0.01%
118,696
-51,444
4455
$770K ﹤0.01%
237,114
+126,606
4456
$770K ﹤0.01%
307
+121
4457
$766K ﹤0.01%
7,863
-1,227
4458
$766K ﹤0.01%
90,308
+76,307
4459
$766K ﹤0.01%
48,731
-119,966
4460
$765K ﹤0.01%
11,072
+5,221
4461
$764K ﹤0.01%
10,795
-2,137
4462
$764K ﹤0.01%
68,660
+229
4463
$763K ﹤0.01%
12,283
-10,567
4464
$763K ﹤0.01%
50,512
-32,001
4465
$762K ﹤0.01%
15
+3
4466
$758K ﹤0.01%
77,650
+39,445
4467
$754K ﹤0.01%
43,828
+27,206
4468
$754K ﹤0.01%
25,642
-534,873
4469
$753K ﹤0.01%
160,896
+36,045
4470
$753K ﹤0.01%
55,950
-6,261
4471
$751K ﹤0.01%
61,593
+2,025
4472
$747K ﹤0.01%
9,576
-543
4473
$746K ﹤0.01%
41,724
-6,292
4474
$745K ﹤0.01%
15,027
-2,375
4475
$744K ﹤0.01%
73,117
-61,848
177 178
179
180 181