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
4551
$634K ﹤0.01%
21,283
+1,365
4552
$633K ﹤0.01%
68,574
+1,008
4553
$632K ﹤0.01%
9,638
-39
4554
$631K ﹤0.01%
49,809
+28,406
4555
$629K ﹤0.01%
113,389
+1,151
4556
$628K ﹤0.01%
32,438
-1,172,762
4557
$626K ﹤0.01%
86,590
+37,570
4558
$624K ﹤0.01%
94,471
+35,896
4559
$623K ﹤0.01%
123,192
+17,551
4560
$621K ﹤0.01%
35,746
-218
4561
$617K ﹤0.01%
35,009
+7,168
4562
$615K ﹤0.01%
7,639
-5,951
4563
$615K ﹤0.01%
53,272
-14,117
4564
$614K ﹤0.01%
180,573
4565
$614K ﹤0.01%
49,669
-17,302
4566
$613K ﹤0.01%
43,933
+1,489
4567
$613K ﹤0.01%
163,387
+132,581
4568
$612K ﹤0.01%
220,602
-65,873
4569
$612K ﹤0.01%
44,860
+17,429
4570
$611K ﹤0.01%
16,175
-6,999
4571
$611K ﹤0.01%
13,962
-761
4572
$611K ﹤0.01%
44,737
-9,346
4573
$609K ﹤0.01%
2,286
-2,406
4574
$607K ﹤0.01%
30,715
-81
4575
$607K ﹤0.01%
42,875
+12,626
181 182
183
184 185