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
5201
$204K ﹤0.01%
+4,124
5202
$203K ﹤0.01%
8,360
+2,190
5203
$203K ﹤0.01%
24,586
+10,858
5204
$203K ﹤0.01%
8,102
-9,611
5205
$203K ﹤0.01%
16,768
-7,568
5206
$202K ﹤0.01%
716
-303
5207
$202K ﹤0.01%
13,303
-1,640
5208
$202K ﹤0.01%
2,180
-11,332
5209
$201K ﹤0.01%
14,703
+90
5210
$200K ﹤0.01%
12,066
+999
5211
$199K ﹤0.01%
12,127
-2,161
5212
$199K ﹤0.01%
19,859
+15,258
5213
$199K ﹤0.01%
215,036
-135,102
5214
$199K ﹤0.01%
29,733
-15,213
5215
– –
0
5216
$199K ﹤0.01%
8,350
-3,327
5217
$198K ﹤0.01%
12,705
+2,018
5218
$198K ﹤0.01%
20,322
-6,603
5219
$198K ﹤0.01%
9,288
-14,210
5220
$198K ﹤0.01%
12,431
+1,936
5221
$197K ﹤0.01%
6,622
+3,959
5222
$197K ﹤0.01%
15,799
+1,227
5223
$196K ﹤0.01%
7,203
-2,760
5224
$196K ﹤0.01%
+8,973
5225
$195K ﹤0.01%
559
+16
207 208
209
210 211