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
4651
$534K ﹤0.01%
30,300
+1,023
4652
$534K ﹤0.01%
21,285
+16,731
4653
$534K ﹤0.01%
36,805
-12,824
4654
$532K ﹤0.01%
30,489
+22,684
4655
$531K ﹤0.01%
21,760
-231,966
4656
$530K ﹤0.01%
39,566
+5,250
4657
$529K ﹤0.01%
21,839
-5,702
4658
$529K ﹤0.01%
127,645
-146,300
4659
$528K ﹤0.01%
23,799
-2,600
4660
$528K ﹤0.01%
22,876
-806
4661
$527K ﹤0.01%
43,072
+15,900
4662
$527K ﹤0.01%
87,995
-29,769
4663
$527K ﹤0.01%
90,107
+43,879
4664
$526K ﹤0.01%
248,395
+200,761
4665
$526K ﹤0.01%
17,522
-195,494
4666
$526K ﹤0.01%
45,078
+27,453
4667
$525K ﹤0.01%
37,063
-22,225
4668
$525K ﹤0.01%
39,343
-96,359
4669
$524K ﹤0.01%
19,654
+312
4670
$521K ﹤0.01%
69,576
+28,733
4671
$521K ﹤0.01%
26,045
-1,131,429
4672
$517K ﹤0.01%
6,014
-390
4673
$516K ﹤0.01%
10,457
-4,315
4674
$515K ﹤0.01%
18,195
+9,649
4675
$513K ﹤0.01%
25,602
+2,638
185 186
187
188 189