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
4726
$475K ﹤0.01%
59,616
-96,220
4727
$474K ﹤0.01%
29,541
+14,601
4728
$473K ﹤0.01%
29,207
+11,823
4729
$473K ﹤0.01%
38,637
-11,057
4730
$472K ﹤0.01%
27,493
+3,032
4731
$472K ﹤0.01%
27,040
-3,308
4732
$471K ﹤0.01%
43,735
+9,988
4733
$469K ﹤0.01%
27,433
4734
$468K ﹤0.01%
82,415
+300
4735
$468K ﹤0.01%
4,158
-238
4736
$467K ﹤0.01%
30,672
+519
4737
$467K ﹤0.01%
34,485
-2,917
4738
$466K ﹤0.01%
49,841
-19,746
4739
$466K ﹤0.01%
18,656
-1,835
4740
$465K ﹤0.01%
10,931
+224
4741
$464K ﹤0.01%
36,180
-22,148
4742
$463K ﹤0.01%
64,224
-72,272
4743
$463K ﹤0.01%
12,077
-3,137
4744
$463K ﹤0.01%
26,483
-4,807
4745
$462K ﹤0.01%
19,865
-3,041
4746
$462K ﹤0.01%
27,649
+13,791
4747
$461K ﹤0.01%
20,986
-5,941
4748
$461K ﹤0.01%
36,312
-172,737
4749
$460K ﹤0.01%
14,850
-7,455
4750
$460K ﹤0.01%
17,112
-81,727
188 189
190
191 192