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
4701
$490K ﹤0.01%
32,918
+8,353
4702
$490K ﹤0.01%
27,379
-11,307
4703
$489K ﹤0.01%
28,602
+10,702
4704
$487K ﹤0.01%
423
+88
4705
$485K ﹤0.01%
7,390
+761
4706
$485K ﹤0.01%
29,499
-8,498
4707
$481K ﹤0.01%
+23,522
4708
$481K ﹤0.01%
172,329
-168,928
4709
$480K ﹤0.01%
51,621
-33,003
4710
$480K ﹤0.01%
29,774
-5,872
4711
$480K ﹤0.01%
32,122
+6,577
4712
$479K ﹤0.01%
11,711
-1,434
4713
$478K ﹤0.01%
64,786
+3,731
4714
$478K ﹤0.01%
26,387
+3,814
4715
$478K ﹤0.01%
17,223
-198
4716
$478K ﹤0.01%
24,342
+475
4717
$477K ﹤0.01%
67,274
+31,229
4718
$477K ﹤0.01%
28,702
+18,404
4719
$477K ﹤0.01%
31,171
-17,191
4720
$477K ﹤0.01%
29,282
-35,375
4721
$477K ﹤0.01%
32,162
-43,641
4722
$476K ﹤0.01%
14,475
-9,365
4723
$476K ﹤0.01%
5,454
-3,561
4724
$476K ﹤0.01%
32,900
-17,871
4725
$475K ﹤0.01%
13,076
-5,260
187 188
189
190 191