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
4901
$351K ﹤0.01%
16,994
+6,573
4902
$349K ﹤0.01%
19,438
+10,615
4903
$348K ﹤0.01%
22,848
+2,775
4904
$348K ﹤0.01%
8,094
-17,135
4905
$348K ﹤0.01%
33,181
-55,459
4906
$347K ﹤0.01%
19,086
-3,829
4907
$346K ﹤0.01%
22
+16
4908
$345K ﹤0.01%
8,481
+1,716
4909
$345K ﹤0.01%
9,651
+6,826
4910
$345K ﹤0.01%
138,431
+22,225
4911
$343K ﹤0.01%
15,909
+162
4912
$343K ﹤0.01%
16,772
+1,531
4913
$343K ﹤0.01%
37,996
-8,244
4914
$343K ﹤0.01%
34,697
+13,938
4915
$343K ﹤0.01%
22,970
-2,627
4916
$343K ﹤0.01%
36,864
+35,756
4917
$342K ﹤0.01%
5,705
-1,206
4918
$342K ﹤0.01%
10,091
-836
4919
$342K ﹤0.01%
66,630
+49,438
4920
$341K ﹤0.01%
14,654
-3,573
4921
$341K ﹤0.01%
17,820
+8,696
4922
$341K ﹤0.01%
24,800
-2,099
4923
$341K ﹤0.01%
121,871
-37,658
4924
$340K ﹤0.01%
210,158
+58,677
4925
$340K ﹤0.01%
18,654
-1,779
195 196
197
198 199