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
4501
$714K ﹤0.01%
17,028
+2,193
4502
$714K ﹤0.01%
35,681
+12,450
4503
$708K ﹤0.01%
49,310
-19,132
4504
$708K ﹤0.01%
393,070
+191,361
4505
$707K ﹤0.01%
221,100
+7,000
4506
$706K ﹤0.01%
22,243
+19,513
4507
$706K ﹤0.01%
40,255
-11,527
4508
$706K ﹤0.01%
34,400
-328
4509
$702K ﹤0.01%
53,203
+5,049
4510
$700K ﹤0.01%
583,377
+81,210
4511
$696K ﹤0.01%
156,650
+92,067
4512
$694K ﹤0.01%
290,002
-19,330
4513
$693K ﹤0.01%
46,959
-13,437
4514
$690K ﹤0.01%
+21,179
4515
$689K ﹤0.01%
135,126
-33,130
4516
$687K ﹤0.01%
13,101
-14,147
4517
$686K ﹤0.01%
3,633
+1,004
4518
$686K ﹤0.01%
196,044
+16,068
4519
$683K ﹤0.01%
67,391
-10,156
4520
$680K ﹤0.01%
1,341
+62
4521
$680K ﹤0.01%
186,666
-62,092
4522
$676K ﹤0.01%
50,291
-2,156
4523
$675K ﹤0.01%
60,710
-68,920
4524
$675K ﹤0.01%
214,433
-408,452
4525
$675K ﹤0.01%
48,562
+42,023
179 180
181
182 183