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
5151
$228K ﹤0.01%
2,822
-530
5152
$228K ﹤0.01%
47,224
+32,600
5153
$227K ﹤0.01%
6,285
-3,074
5154
$226K ﹤0.01%
113
+60
5155
$226K ﹤0.01%
17,259
-34,434
5156
$226K ﹤0.01%
29,144
-13,195
5157
$225K ﹤0.01%
3,161
-48
5158
$225K ﹤0.01%
20,022
-9,100
5159
$224K ﹤0.01%
31,818
5160
$222K ﹤0.01%
33,526
+4,433
5161
$222K ﹤0.01%
6,172
+295
5162
$222K ﹤0.01%
9,586
-2,227
5163
$221K ﹤0.01%
+100,921
5164
$221K ﹤0.01%
4,699
+634
5165
$220K ﹤0.01%
17,488
-7,426
5166
$220K ﹤0.01%
+29,451
5167
$218K ﹤0.01%
490
+333
5168
$216K ﹤0.01%
66,518
+20,837
5169
$216K ﹤0.01%
3,334
-107
5170
$216K ﹤0.01%
18,529
-14,165
5171
$215K ﹤0.01%
52,728
-67,776
5172
$215K ﹤0.01%
14,128
+12,041
5173
$214K ﹤0.01%
43,556
+3,847
5174
$213K ﹤0.01%
18,048
-1,040,114
5175
$213K ﹤0.01%
6,870
-14,257
205 206
207
208 209