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
5126
$318K ﹤0.01%
114,697
-51,029
5127
$317K ﹤0.01%
+21,376
5128
$317K ﹤0.01%
13,436
-1,360
5129
$317K ﹤0.01%
48,753
-70,772
5130
$317K ﹤0.01%
26,948
+19,194
5131
$315K ﹤0.01%
5,938
-312
5132
$314K ﹤0.01%
13,098
-5,576
5133
$314K ﹤0.01%
5,000
5134
$313K ﹤0.01%
97,937
-45,309
5135
$313K ﹤0.01%
9,632
+2,385
5136
$312K ﹤0.01%
89
-68
5137
$311K ﹤0.01%
25,513
+5,160
5138
$311K ﹤0.01%
19,988
-4,461
5139
$308K ﹤0.01%
11,569
-14,256
5140
$308K ﹤0.01%
13,571
+3,948
5141
$307K ﹤0.01%
5,000
5142
$307K ﹤0.01%
14,048
-19,961
5143
$306K ﹤0.01%
36,654
-26,221
5144
$306K ﹤0.01%
5,417
-830
5145
$305K ﹤0.01%
20,493
-476,299
5146
$305K ﹤0.01%
17,710
5147
$304K ﹤0.01%
9,788
-14,011
5148
$303K ﹤0.01%
32,282
-2,025
5149
$303K ﹤0.01%
8,776
+1,825
5150
$302K ﹤0.01%
575
+556
204 205
206
207 208