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
4601
$581K ﹤0.01%
20,556
-5,044
4602
$581K ﹤0.01%
23,979
-18,199
4603
$578K ﹤0.01%
40,188
-8,271
4604
$577K ﹤0.01%
236,368
-5,892,072
4605
$577K ﹤0.01%
47,284
+13,959
4606
$576K ﹤0.01%
34,876
-9,201
4607
$575K ﹤0.01%
18,391
-1,003
4608
$575K ﹤0.01%
15,836
-6,548
4609
$574K ﹤0.01%
48,244
+14,656
4610
$574K ﹤0.01%
3,213
4611
$573K ﹤0.01%
68,764
+37,802
4612
$572K ﹤0.01%
25,128
-80,734
4613
$571K ﹤0.01%
27,491
-7,500
4614
$568K ﹤0.01%
64,625
-92,025
4615
$567K ﹤0.01%
+14,456
4616
$566K ﹤0.01%
36,766
-12,000
4617
$565K ﹤0.01%
6,622
-24,495
4618
$564K ﹤0.01%
151,948
+61,049
4619
$564K ﹤0.01%
+976
4620
$564K ﹤0.01%
15,262
-3,847
4621
$563K ﹤0.01%
127,775
-130
4622
$563K ﹤0.01%
20,656
-9,393
4623
$560K ﹤0.01%
33,003
-12,252
4624
$559K ﹤0.01%
17,431
+52
4625
$558K ﹤0.01%
102,015
-643
183 184
185
186 187