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
5076
$350K ﹤0.01%
14,587
-8,722
5077
$349K ﹤0.01%
25,736
-10,183
5078
$348K ﹤0.01%
3,590
-2,954
5079
$348K ﹤0.01%
47,001
+10,344
5080
$347K ﹤0.01%
18,627
-105,872
5081
$347K ﹤0.01%
17,667
-13,837
5082
$346K ﹤0.01%
1,266
+109
5083
$346K ﹤0.01%
57,687
-3,650
5084
$346K ﹤0.01%
30,052
+2,604
5085
$345K ﹤0.01%
14,374
-3,466
5086
$345K ﹤0.01%
40,890
+5,301
5087
$345K ﹤0.01%
11,904
-3,582
5088
$345K ﹤0.01%
16,028
+7,075
5089
$344K ﹤0.01%
25,221
-7,537
5090
$342K ﹤0.01%
24,104
-6,317
5091
$341K ﹤0.01%
25,141
-8,426
5092
$340K ﹤0.01%
16,883
5093
$339K ﹤0.01%
31,985
+5,300
5094
$339K ﹤0.01%
59,397
-11,037
5095
$338K ﹤0.01%
8,330
-12,665
5096
$337K ﹤0.01%
27,148
-12,781
5097
$337K ﹤0.01%
4,887
5098
$336K ﹤0.01%
53,034
-5,173
5099
$336K ﹤0.01%
13,746
5100
$334K ﹤0.01%
9,687
-8,288
202 203
204
205 206