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
4876
$371K ﹤0.01%
37,570
-11,178
4877
$368K ﹤0.01%
23,369
+21,179
4878
$367K ﹤0.01%
27,840
-16,351
4879
$366K ﹤0.01%
5,502
-15,295
4880
$366K ﹤0.01%
58,974
-126,881
4881
$365K ﹤0.01%
6,311
-1,078
4882
$365K ﹤0.01%
13,424
+992
4883
$364K ﹤0.01%
69,230
-32,508
4884
$363K ﹤0.01%
24,307
-2,497
4885
$363K ﹤0.01%
101,973
-671,546
4886
$363K ﹤0.01%
13,726
-5,358
4887
$362K ﹤0.01%
5,067
+109
4888
$362K ﹤0.01%
21,973
-2,686
4889
$361K ﹤0.01%
9,292
-4,640
4890
$360K ﹤0.01%
24,199
-69,117
4891
$359K ﹤0.01%
39,872
-7,340
4892
$356K ﹤0.01%
34,973
+32,973
4893
$356K ﹤0.01%
24,925
+14,382
4894
$356K ﹤0.01%
19,354
-18,796
4895
$355K ﹤0.01%
1,762
-498
4896
$355K ﹤0.01%
39,320
+6,882
4897
$354K ﹤0.01%
15,068
-55,329
4898
$354K ﹤0.01%
20,900
-4,324
4899
$353K ﹤0.01%
5,263
+1,110
4900
$352K ﹤0.01%
+13,401
194 195
196
197 198