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
5101
$249K ﹤0.01%
16,924
-1,330
5102
$249K ﹤0.01%
1,229
+8
5103
– –
0
5104
$247K ﹤0.01%
10,309
+1,719
5105
$247K ﹤0.01%
45,320
-5,282
5106
$247K ﹤0.01%
28,728
-30,274
5107
$247K ﹤0.01%
6,069
-2,993
5108
$246K ﹤0.01%
52,249
-18,182
5109
$246K ﹤0.01%
23,606
-12,616
5110
$246K ﹤0.01%
16,315
-2,414
5111
$243K ﹤0.01%
15,372
-558
5112
$243K ﹤0.01%
19,627
-10,660
5113
$243K ﹤0.01%
21,300
+2,400
5114
$242K ﹤0.01%
90
+77
5115
$242K ﹤0.01%
+11,479
5116
$242K ﹤0.01%
25,252
-11,323
5117
$241K ﹤0.01%
14,498
5118
$240K ﹤0.01%
23,731
+3,665
5119
$239K ﹤0.01%
25,248
+11,540
5120
$238K ﹤0.01%
+7,666
5121
$238K ﹤0.01%
6,968
+368
5122
$238K ﹤0.01%
22,820
-1,355
5123
$238K ﹤0.01%
2,668
-553
5124
$237K ﹤0.01%
8,642
-3,100
5125
$237K ﹤0.01%
12,803
+610
203 204
205
206 207