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
4801
$425K ﹤0.01%
6,449
-4,218
4802
$425K ﹤0.01%
10,757
-1,707
4803
$425K ﹤0.01%
42,382
+6,819
4804
$424K ﹤0.01%
2,241
-90
4805
$424K ﹤0.01%
36,997
+5,756
4806
$424K ﹤0.01%
43,111
+19,736
4807
$424K ﹤0.01%
90,960
-727,306
4808
$423K ﹤0.01%
49,401
+462
4809
$422K ﹤0.01%
31,241
-103,914
4810
$422K ﹤0.01%
25,684
-9,037
4811
$422K ﹤0.01%
19,201
-20,859
4812
$421K ﹤0.01%
29,960
-4,905
4813
$419K ﹤0.01%
16,353
-12,616
4814
$417K ﹤0.01%
20,474
+6,887
4815
$415K ﹤0.01%
35,192
+1,510
4816
$413K ﹤0.01%
82,525
+2,809
4817
$412K ﹤0.01%
11,551
-1,735
4818
$411K ﹤0.01%
20,110
+8,302
4819
$410K ﹤0.01%
37,476
-3,361
4820
$409K ﹤0.01%
21,920
-6,127
4821
$409K ﹤0.01%
3,167
-737
4822
$408K ﹤0.01%
34,707
-50,509
4823
$407K ﹤0.01%
34,998
-97,658
4824
$407K ﹤0.01%
24,182
-4,994
4825
$406K ﹤0.01%
15,975
-14,720
191 192
193
194 195