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
4926
$338K ﹤0.01%
24,325
+6,967
4927
$337K ﹤0.01%
+1,052
4928
$336K ﹤0.01%
18,416
+33
4929
$335K ﹤0.01%
153,000
+31,900
4930
$335K ﹤0.01%
73,796
-10,524
4931
$334K ﹤0.01%
12,704
-2,672
4932
$333K ﹤0.01%
191,186
+13,473
4933
$333K ﹤0.01%
53
+13
4934
$332K ﹤0.01%
40,977
-1,772
4935
$332K ﹤0.01%
11,082
-2,957
4936
$328K ﹤0.01%
14,734
-4,276
4937
$328K ﹤0.01%
23,760
-11,520
4938
$328K ﹤0.01%
126,295
+107,420
4939
$327K ﹤0.01%
14,175
-9,282
4940
$327K ﹤0.01%
33,078
-35,767
4941
$327K ﹤0.01%
8,146
+356
4942
$326K ﹤0.01%
25,543
-8,335
4943
$326K ﹤0.01%
13,128
+2,000
4944
$326K ﹤0.01%
18,016
+3
4945
$326K ﹤0.01%
55,738
-1,467
4946
$325K ﹤0.01%
10,238
+3,968
4947
$324K ﹤0.01%
770
-1,245
4948
$323K ﹤0.01%
6,456
4949
$322K ﹤0.01%
114,974
-98,765
4950
$322K ﹤0.01%
10,485
-336
196 197
198
199 200