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
5001
$407K ﹤0.01%
13,350
-2,156
5002
$406K ﹤0.01%
19,589
-2,148
5003
$406K ﹤0.01%
23,378
-36,171
5004
$405K ﹤0.01%
10,561
-116,741
5005
$403K ﹤0.01%
54,109
-193,541
5006
$402K ﹤0.01%
16,612
+269
5007
$401K ﹤0.01%
3,817
+427
5008
$401K ﹤0.01%
46,126
-105,705
5009
$400K ﹤0.01%
52,054
-831,134
5010
$400K ﹤0.01%
32,200
+27,908
5011
$399K ﹤0.01%
15,430
+7,390
5012
$398K ﹤0.01%
15,893
+3,357
5013
$398K ﹤0.01%
5,192
-4,155
5014
$397K ﹤0.01%
76,453
-151,701
5015
$395K ﹤0.01%
10,090
-2,810
5016
$394K ﹤0.01%
18,456
+141
5017
$391K ﹤0.01%
314
-21
5018
$389K ﹤0.01%
11,706
-13,849
5019
$388K ﹤0.01%
13,651
-5,399
5020
$387K ﹤0.01%
64,941
-19,296
5021
$387K ﹤0.01%
27,942
+2,844
5022
$387K ﹤0.01%
15,088
-2,319
5023
$386K ﹤0.01%
22,294
-4,508
5024
$386K ﹤0.01%
5,546
+4,764
5025
$385K ﹤0.01%
104,402
-115,999
199 200
201
202 203