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
5076
$261K ﹤0.01%
21,143
+1,830
5077
$260K ﹤0.01%
9,150
+400
5078
$260K ﹤0.01%
82,518
+43,662
5079
$259K ﹤0.01%
17,737
-935
5080
$259K ﹤0.01%
82,242
+81,187
5081
$259K ﹤0.01%
10,237
-66
5082
$258K ﹤0.01%
43,704
+15,477
5083
$258K ﹤0.01%
9,336
+3,283
5084
$257K ﹤0.01%
13,573
-12,323
5085
$256K ﹤0.01%
16,370
-3,718
5086
$256K ﹤0.01%
1,643
+1,488
5087
$256K ﹤0.01%
1,932
-7,776
5088
$255K ﹤0.01%
16,166
-5,337
5089
$255K ﹤0.01%
16,743
-6,122
5090
$255K ﹤0.01%
14,104
-10,199
5091
$255K ﹤0.01%
30,703
-38,819
5092
$253K ﹤0.01%
62,045
-341,078
5093
$252K ﹤0.01%
25,723
+3,361
5094
$252K ﹤0.01%
11,471
-1,480
5095
$252K ﹤0.01%
27,349
+3,777
5096
$250K ﹤0.01%
650
-1,241
5097
$250K ﹤0.01%
14,747
+1,659
5098
$249K ﹤0.01%
31,747
-35,752
5099
$249K ﹤0.01%
21,771
5100
$249K ﹤0.01%
1,046
+833
202 203
204
205 206