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
4751
$459K ﹤0.01%
30,857
-6,255
4752
$459K ﹤0.01%
41,584
+11,101
4753
$458K ﹤0.01%
48,773
+34,573
4754
$458K ﹤0.01%
18,606
+10,929
4755
$457K ﹤0.01%
24,974
+3,558
4756
$457K ﹤0.01%
31,169
-333
4757
$457K ﹤0.01%
63,420
-171,196
4758
$453K ﹤0.01%
17,606
-6,343
4759
$452K ﹤0.01%
13,107
+6,367
4760
$452K ﹤0.01%
15,822
+10,339
4761
$452K ﹤0.01%
28,261
-5,612
4762
$452K ﹤0.01%
46,850
-14,485
4763
$450K ﹤0.01%
95,844
-36,145
4764
$449K ﹤0.01%
11,226
+672
4765
$448K ﹤0.01%
12,418
-11,435
4766
$448K ﹤0.01%
52,240
-13,795
4767
$447K ﹤0.01%
26,268
+15,144
4768
$447K ﹤0.01%
14,593
-3,375
4769
$446K ﹤0.01%
41,292
-14,693
4770
$445K ﹤0.01%
8,199
+541
4771
$444K ﹤0.01%
19,052
+4,070
4772
$443K ﹤0.01%
+20,232
4773
$443K ﹤0.01%
19,587
+14,272
4774
$443K ﹤0.01%
30,715
+16,193
4775
$443K ﹤0.01%
30,538
-1,852
189 190
191
192 193