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
4826
$406K ﹤0.01%
12,985
4827
$405K ﹤0.01%
53,349
-19,474
4828
$404K ﹤0.01%
101,039
-31,588
4829
$403K ﹤0.01%
21,457
+6,093
4830
$402K ﹤0.01%
66,612
+32,714
4831
$401K ﹤0.01%
16,700
-5,781
4832
$401K ﹤0.01%
127,397
+21,362
4833
$401K ﹤0.01%
45,654
-9,579
4834
$401K ﹤0.01%
27,329
-17,314
4835
$400K ﹤0.01%
204,098
-299,729
4836
$399K ﹤0.01%
12,517
-2,423
4837
$399K ﹤0.01%
28,418
+1,772
4838
$399K ﹤0.01%
132,965
-74,506
4839
$399K ﹤0.01%
16,052
-68,595
4840
$398K ﹤0.01%
89,481
+5,355
4841
$397K ﹤0.01%
15,950
+1,550
4842
$397K ﹤0.01%
33,367
+3,742
4843
$396K ﹤0.01%
8,632
-39,814
4844
$396K ﹤0.01%
17,051
-23,617
4845
$395K ﹤0.01%
+13,782
4846
$394K ﹤0.01%
17,928
-3,200
4847
$393K ﹤0.01%
14,784
-5,701
4848
$392K ﹤0.01%
1,913
-1,042
4849
$392K ﹤0.01%
6,708
-35,598
4850
$390K ﹤0.01%
20,224
-9,502
192 193
194
195 196