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
5051
$364K ﹤0.01%
38,874
+3,190
5052
$363K ﹤0.01%
105,249
+32,672
5053
$363K ﹤0.01%
114,950
-17,317
5054
$363K ﹤0.01%
22,763
+3,772
5055
$362K ﹤0.01%
84,295
-22,211
5056
$362K ﹤0.01%
32,108
+32,105
5057
$362K ﹤0.01%
130,000
-91,100
5058
$361K ﹤0.01%
12,402
-3,802
5059
$361K ﹤0.01%
16,773
-3,516
5060
$360K ﹤0.01%
5,227
-499
5061
$360K ﹤0.01%
21,465
+3,793
5062
$359K ﹤0.01%
45,809
-372
5063
$359K ﹤0.01%
10,455
-5,273
5064
$358K ﹤0.01%
24,791
+3,079
5065
$358K ﹤0.01%
1,298
-171
5066
$357K ﹤0.01%
28,633
+1,433
5067
$357K ﹤0.01%
10,329
-6,586
5068
$355K ﹤0.01%
28,458
-149
5069
$355K ﹤0.01%
+30,496
5070
$353K ﹤0.01%
25,691
+712
5071
$353K ﹤0.01%
+12,336
5072
$353K ﹤0.01%
16,246
-22,971
5073
$353K ﹤0.01%
22,106
+728
5074
$352K ﹤0.01%
36,491
+1,429
5075
$351K ﹤0.01%
8,412
-22,018
201 202
203
204 205