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
4776
$443K ﹤0.01%
61,602
+11,179
4777
$442K ﹤0.01%
52,310
-54,966
4778
$442K ﹤0.01%
12,729
+3,426
4779
$442K ﹤0.01%
39,215
-41,353
4780
$441K ﹤0.01%
33,193
+7,813
4781
$440K ﹤0.01%
76,760
-42,845
4782
$440K ﹤0.01%
33,708
+2,875
4783
$438K ﹤0.01%
159,652
-61,518
4784
$437K ﹤0.01%
344,198
+23,672
4785
$436K ﹤0.01%
8,175
+2,320
4786
$436K ﹤0.01%
14,378
-549
4787
$435K ﹤0.01%
441
+28
4788
$435K ﹤0.01%
296
+111
4789
$433K ﹤0.01%
41,901
-80,182
4790
$432K ﹤0.01%
21,288
+12,333
4791
$432K ﹤0.01%
58,153
-19,927
4792
$431K ﹤0.01%
21,600
+3,188
4793
$430K ﹤0.01%
6,513
-50,140
4794
$430K ﹤0.01%
18,631
-2,944
4795
$429K ﹤0.01%
9,829
+737
4796
$428K ﹤0.01%
18,792
-6,743
4797
$428K ﹤0.01%
29,441
+489
4798
$428K ﹤0.01%
+24,558
4799
$427K ﹤0.01%
7,938
-24,395
4800
$426K ﹤0.01%
12,406
+8,720
190 191
192
193 194