Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,073
New
Increased
Reduced
Closed

Top Buys

1
+$828M
2
+$788M
3
+$771M
4
AAPL icon
Apple
AAPL
+$719M
5
BAX icon
Baxter International
BAX
+$571M

Top Sells

1
+$1.57B
2
+$967M
3
+$455M
4
BKNG icon
Booking.com
BKNG
+$401M
5
GGP
GGP Inc.
GGP
+$384M

Sector Composition

1 Technology 13.16%
2 Healthcare 9.53%
3 Financials 9.25%
4 Consumer Discretionary 7.98%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4951
$448K ﹤0.01%
19,630
-2,842
4952
$446K ﹤0.01%
16,699
-13,232
4953
$442K ﹤0.01%
34,359
-82
4954
$442K ﹤0.01%
67,468
-4,294
4955
$439K ﹤0.01%
52,465
-67,788
4956
$439K ﹤0.01%
94,280
-396
4957
$439K ﹤0.01%
13,157
+1,468
4958
$438K ﹤0.01%
38,731
-1,850
4959
$437K ﹤0.01%
14,161
-325
4960
$437K ﹤0.01%
1,465
4961
$436K ﹤0.01%
15,107
-2,133
4962
$435K ﹤0.01%
9,317
-5,409
4963
$435K ﹤0.01%
28,301
-1,863
4964
$435K ﹤0.01%
49,432
-6,785
4965
$434K ﹤0.01%
12,237
+9,673
4966
$434K ﹤0.01%
8,172
-1,807
4967
$433K ﹤0.01%
45,449
-13,843
4968
$431K ﹤0.01%
21,214
-671
4969
$431K ﹤0.01%
6,832
+1,976
4970
$431K ﹤0.01%
46,174
-9,863
4971
$430K ﹤0.01%
87,114
-60,554
4972
$428K ﹤0.01%
11,669
-3,601
4973
$428K ﹤0.01%
53,117
+2,120
4974
$427K ﹤0.01%
45,807
-6,888
4975
$426K ﹤0.01%
299,994
+46,582
197 198
199
200 201