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
4526
$673K ﹤0.01%
24,232
-1,932
4527
$672K ﹤0.01%
77,612
-48,682
4528
$670K ﹤0.01%
19,296
+4,787
4529
$669K ﹤0.01%
34,165
+19,460
4530
$669K ﹤0.01%
217,946
-346,834
4531
$667K ﹤0.01%
75,096
+75,030
4532
$660K ﹤0.01%
38,942
-18,810
4533
$659K ﹤0.01%
57,465
+37,460
4534
$657K ﹤0.01%
97,434
+5,307
4535
$656K ﹤0.01%
28,869
+28,769
4536
$656K ﹤0.01%
71,397
-10,476
4537
$654K ﹤0.01%
3,180
-8,139
4538
$654K ﹤0.01%
40,672
-2,112
4539
$651K ﹤0.01%
36,362
-40,621
4540
$647K ﹤0.01%
57,607
-3,586
4541
$646K ﹤0.01%
15,959
+1,437
4542
$646K ﹤0.01%
422,370
-186,782
4543
$645K ﹤0.01%
50,438
-16,705
4544
$643K ﹤0.01%
32,904
-24,709
4545
$640K ﹤0.01%
26,065
-7,753
4546
$640K ﹤0.01%
58,072
-6,076
4547
$638K ﹤0.01%
6,093
-2,953
4548
$637K ﹤0.01%
38,759
-51,211
4549
$637K ﹤0.01%
27,502
+1,899
4550
$634K ﹤0.01%
58,409
-236,991
180 181
182
183 184