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
5051
$270K ﹤0.01%
6,817
-363
5052
$269K ﹤0.01%
5,479
-8,000
5053
$269K ﹤0.01%
10,777
+8,931
5054
$269K ﹤0.01%
18,018
+4,918
5055
$269K ﹤0.01%
40,482
-31,197
5056
$268K ﹤0.01%
81,272
+14,972
5057
$268K ﹤0.01%
1,387
-515
5058
$268K ﹤0.01%
23,486
-3,875
5059
$268K ﹤0.01%
11,732
-1,735
5060
$268K ﹤0.01%
14,439
+2,633
5061
$267K ﹤0.01%
9,608
-220,506
5062
$267K ﹤0.01%
108,488
+19,005
5063
$266K ﹤0.01%
26,905
-9,183
5064
$266K ﹤0.01%
1,869
-2,887
5065
$265K ﹤0.01%
11,899
+4,013
5066
$265K ﹤0.01%
5
+3
5067
$265K ﹤0.01%
37,750
+15,114
5068
$264K ﹤0.01%
13,640
+9,264
5069
$264K ﹤0.01%
17,654
+1,358
5070
$263K ﹤0.01%
11,410
-5,138
5071
$263K ﹤0.01%
17,298
+826
5072
$263K ﹤0.01%
9,652
+1,718
5073
$262K ﹤0.01%
2,303
+14
5074
$261K ﹤0.01%
1,909
+346
5075
$261K ﹤0.01%
11,269
-795
201 202
203
204 205