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
4676
$513K ﹤0.01%
44,527
+2,202
4677
$512K ﹤0.01%
24,050
+5,929
4678
$511K ﹤0.01%
14,381
-3,767
4679
$511K ﹤0.01%
35,876
+14,754
4680
$510K ﹤0.01%
32,803
-174
4681
$509K ﹤0.01%
61,836
-9,502
4682
$508K ﹤0.01%
87,577
-127,135
4683
$506K ﹤0.01%
19,655
-6,947
4684
$504K ﹤0.01%
32,805
-43,719
4685
$504K ﹤0.01%
33,219
-115
4686
$501K ﹤0.01%
28,801
+1,998
4687
$500K ﹤0.01%
26,244
-20,064
4688
$499K ﹤0.01%
35,673
+8,442
4689
$499K ﹤0.01%
13,577
+9,983
4690
$498K ﹤0.01%
70,161
-1,268
4691
$497K ﹤0.01%
33,992
+16,601
4692
$496K ﹤0.01%
26,791
+6,420
4693
$495K ﹤0.01%
+35,390
4694
$493K ﹤0.01%
193,348
-11,108
4695
$493K ﹤0.01%
4,982
-17
4696
$492K ﹤0.01%
26,464
+14,238
4697
$492K ﹤0.01%
4,584
-1,154
4698
$492K ﹤0.01%
16,301
-2,985
4699
$492K ﹤0.01%
48,052
+29,979
4700
$491K ﹤0.01%
42,805
+1,438
186 187
188
189 190