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
5026
$285K ﹤0.01%
20,366
-194
5027
$284K ﹤0.01%
9,773
-3,026
5028
$284K ﹤0.01%
1,385
+293
5029
$283K ﹤0.01%
66,476
+46,685
5030
$282K ﹤0.01%
17,879
-40,430
5031
$282K ﹤0.01%
37,294
+1,664
5032
$281K ﹤0.01%
72,330
-46,848
5033
$281K ﹤0.01%
2,069
-1,660
5034
$281K ﹤0.01%
201,943
+134,433
5035
$280K ﹤0.01%
34,015
-125,141
5036
$280K ﹤0.01%
5,331
+3,008
5037
$279K ﹤0.01%
29,331
+4,879
5038
$278K ﹤0.01%
20,969
+7,261
5039
$277K ﹤0.01%
7,457
-1,825
5040
$275K ﹤0.01%
6,872
-599
5041
$275K ﹤0.01%
12,387
-3,935
5042
$275K ﹤0.01%
1,512
-1,337
5043
$274K ﹤0.01%
13,506
-7,636
5044
$273K ﹤0.01%
98,774
+72,429
5045
$273K ﹤0.01%
110,451
-22,013
5046
$272K ﹤0.01%
5,165
-172
5047
$272K ﹤0.01%
11,551
+1,000
5048
$272K ﹤0.01%
5
-1
5049
$271K ﹤0.01%
7,800
5050
$271K ﹤0.01%
308
200 201
202
203 204