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
5176
$285K ﹤0.01%
47,849
+5,342
5177
$285K ﹤0.01%
25,573
-13,857
5178
$285K ﹤0.01%
5,801
-527
5179
$285K ﹤0.01%
7,401
+3,584
5180
$285K ﹤0.01%
1,193
-419
5181
$285K ﹤0.01%
25,718
-6,241
5182
$284K ﹤0.01%
117,273
-36,071
5183
$284K ﹤0.01%
32,770
-5,557
5184
$283K ﹤0.01%
22,049
-1,846
5185
$283K ﹤0.01%
12,329
-210,903
5186
$283K ﹤0.01%
22,983
-4,145
5187
$282K ﹤0.01%
12,539
-3,249
5188
$282K ﹤0.01%
3,367
-322
5189
$281K ﹤0.01%
18,264
-8,180
5190
$279K ﹤0.01%
24,020
-2,349
5191
$279K ﹤0.01%
38,195
-6,455
5192
$279K ﹤0.01%
10,799
+300
5193
$278K ﹤0.01%
7,143
-1,391
5194
$278K ﹤0.01%
20,169
-198
5195
$276K ﹤0.01%
16,742
+801
5196
$276K ﹤0.01%
54,103
-345,502
5197
$275K ﹤0.01%
6,032
-249,501
5198
$274K ﹤0.01%
19,537
-6,035
5199
$274K ﹤0.01%
14,396
-4,584
5200
$273K ﹤0.01%
3,386
-1,316
206 207
208
209 210