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
5201
$272K ﹤0.01%
91,796
-10,526
5202
$271K ﹤0.01%
16,613
+1,770
5203
$271K ﹤0.01%
7,252
-10,868
5204
$269K ﹤0.01%
22,387
+21,476
5205
$269K ﹤0.01%
14,166
+469
5206
$269K ﹤0.01%
11,441
+3,359
5207
$269K ﹤0.01%
7,230
-642
5208
$268K ﹤0.01%
42,124
+7,596
5209
$267K ﹤0.01%
18,618
-1,040
5210
$267K ﹤0.01%
44,964
-47,325
5211
$265K ﹤0.01%
22,672
+12
5212
$264K ﹤0.01%
21,282
-1,683
5213
$264K ﹤0.01%
25,682
-23,836
5214
$263K ﹤0.01%
10,575
-7,391
5215
$263K ﹤0.01%
798
-362
5216
$263K ﹤0.01%
19,744
-13
5217
$262K ﹤0.01%
16,080
-4,156
5218
$259K ﹤0.01%
17,721
-2,726
5219
$259K ﹤0.01%
16,981
+9,212
5220
$259K ﹤0.01%
16,956
-52
5221
$258K ﹤0.01%
27,700
+633
5222
$258K ﹤0.01%
2,028
+1,788
5223
$257K ﹤0.01%
6,392
-478
5224
$255K ﹤0.01%
52,424
-13,683
5225
$255K ﹤0.01%
90,995
-31,388
207 208
209
210 211