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
5001
$298K ﹤0.01%
32,448
+490
5002
$297K ﹤0.01%
24,426
+1,050
5003
$296K ﹤0.01%
23,336
-3,551
5004
$296K ﹤0.01%
32,510
-1,545
5005
$294K ﹤0.01%
55,285
+8,494
5006
$294K ﹤0.01%
37,725
-16,354
5007
$294K ﹤0.01%
28,553
-3,970
5008
$294K ﹤0.01%
133,878
+51,447
5009
$293K ﹤0.01%
11,457
-5,104
5010
$293K ﹤0.01%
4,100
5011
$292K ﹤0.01%
4,538
-1,165
5012
$291K ﹤0.01%
5,616
+5,416
5013
$290K ﹤0.01%
11,909
+10,009
5014
$289K ﹤0.01%
18,877
-1,646
5015
$289K ﹤0.01%
+16,935
5016
$289K ﹤0.01%
22,537
-5,540
5017
$289K ﹤0.01%
+11,562
5018
$288K ﹤0.01%
42,057
-23,306
5019
$288K ﹤0.01%
10,330
-13,794
5020
$287K ﹤0.01%
6,578
+868
5021
$287K ﹤0.01%
28,359
-2,436
5022
$286K ﹤0.01%
+10,938
5023
$285K ﹤0.01%
25,638
-16,259
5024
$285K ﹤0.01%
35,945
-31,494
5025
$285K ﹤0.01%
7,144
-3
199 200
201
202 203