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
4951
$322K ﹤0.01%
2,126
-6,179
4952
$322K ﹤0.01%
61,872
+13,319
4953
$322K ﹤0.01%
14,389
+4,341
4954
$321K ﹤0.01%
37,391
+3,205
4955
$321K ﹤0.01%
23,493
-32,941
4956
$320K ﹤0.01%
8,225
-2,044
4957
$320K ﹤0.01%
10,888
-2,880
4958
$319K ﹤0.01%
24,402
+4,434
4959
$319K ﹤0.01%
10,493
-2,758
4960
$318K ﹤0.01%
30,744
+4,944
4961
$317K ﹤0.01%
37,449
+34,950
4962
$317K ﹤0.01%
6,637
+4,111
4963
$317K ﹤0.01%
532
+218
4964
$317K ﹤0.01%
12,896
-7,195
4965
$315K ﹤0.01%
13,779
+760
4966
$315K ﹤0.01%
114,324
-54,585
4967
$315K ﹤0.01%
10,251
+5,860
4968
$314K ﹤0.01%
6,709
+1,110
4969
$314K ﹤0.01%
8,430
+1,572
4970
$314K ﹤0.01%
5,603
-645
4971
$313K ﹤0.01%
16,244
-4,708
4972
$313K ﹤0.01%
12,781
-3,327
4973
$312K ﹤0.01%
13,464
+7,889
4974
$312K ﹤0.01%
17,070
+14,090
4975
$311K ﹤0.01%
1,375
-868
197 198
199
200 201