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
5176
$212K ﹤0.01%
133,812
+97,155
5177
$212K ﹤0.01%
56,382
-13,513
5178
$212K ﹤0.01%
19,945
+4,015
5179
$212K ﹤0.01%
7,584
-3,095
5180
$212K ﹤0.01%
12,833
+1,129
5181
$211K ﹤0.01%
71,712
+53,642
5182
$211K ﹤0.01%
11,893
+4,168
5183
$211K ﹤0.01%
18,998
-47,332
5184
$211K ﹤0.01%
5,059
+3,015
5185
$210K ﹤0.01%
+46
5186
$210K ﹤0.01%
9,037
-1,784
5187
$210K ﹤0.01%
5,582
-1,191
5188
$209K ﹤0.01%
11,342
-771
5189
$209K ﹤0.01%
58,900
5190
$208K ﹤0.01%
7,506
-889
5191
$208K ﹤0.01%
8,573
+136
5192
$207K ﹤0.01%
28,494
+28,288
5193
$206K ﹤0.01%
13,943
-3,614
5194
$206K ﹤0.01%
15,459
+4,388
5195
$206K ﹤0.01%
18,572
-213,068
5196
$205K ﹤0.01%
7,577
-6,605
5197
$205K ﹤0.01%
8,602
+5,843
5198
$205K ﹤0.01%
10,932
+96
5199
$204K ﹤0.01%
19,438
+173
5200
$204K ﹤0.01%
50
-179
206 207
208
209 210