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
4626
$558K ﹤0.01%
14,441
-17,817
4627
$556K ﹤0.01%
11,388
4628
$555K ﹤0.01%
62,196
+1,795
4629
$555K ﹤0.01%
29,904
-10,401
4630
$555K ﹤0.01%
+25,266
4631
$554K ﹤0.01%
2,234
+347
4632
$554K ﹤0.01%
34,496
+15,771
4633
$551K ﹤0.01%
34,920
+25
4634
$551K ﹤0.01%
637
-406
4635
$549K ﹤0.01%
54
+52
4636
$548K ﹤0.01%
30,093
-13,734
4637
$548K ﹤0.01%
33,790
+8,840
4638
$547K ﹤0.01%
19,518
-3,014
4639
$547K ﹤0.01%
169,297
+56,248
4640
$546K ﹤0.01%
36,156
+8,832
4641
$546K ﹤0.01%
40,639
+5,499
4642
$545K ﹤0.01%
100,275
+69,450
4643
$545K ﹤0.01%
58,201
-27,642
4644
$543K ﹤0.01%
20,585
-24,808
4645
$543K ﹤0.01%
128,326
+3,000
4646
$541K ﹤0.01%
19,974
+444
4647
$541K ﹤0.01%
45,998
+11,635
4648
$540K ﹤0.01%
67,466
-41,285
4649
$540K ﹤0.01%
10,435
+188
4650
$535K ﹤0.01%
10,266
+5,795
184 185
186
187 188