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
5251
$186K ﹤0.01%
9,655
+143
5252
$185K ﹤0.01%
78,805
+24,834
5253
$185K ﹤0.01%
34,210
-4,766
5254
$184K ﹤0.01%
4,672
+2,223
5255
$184K ﹤0.01%
16,287
-3,327
5256
$184K ﹤0.01%
+9,190
5257
$184K ﹤0.01%
1,405
-686
5258
$184K ﹤0.01%
+22,076
5259
$182K ﹤0.01%
24,932
-5,693
5260
$182K ﹤0.01%
14,077
-3,470
5261
$182K ﹤0.01%
9,777
-1,728
5262
$181K ﹤0.01%
19,746
+7,378
5263
$181K ﹤0.01%
14,069
-13,317
5264
$181K ﹤0.01%
2,454
+500
5265
$181K ﹤0.01%
13,975
-2,340
5266
$181K ﹤0.01%
3,713
-119
5267
$180K ﹤0.01%
60,598
+16,650
5268
$180K ﹤0.01%
4,183
+940
5269
$180K ﹤0.01%
19,193
+18,154
5270
$180K ﹤0.01%
10,078
+8,765
5271
$179K ﹤0.01%
12,085
+2,326
5272
$179K ﹤0.01%
13,004
-3,668
5273
$178K ﹤0.01%
122,790
-5,662
5274
$178K ﹤0.01%
1,512
5275
$177K ﹤0.01%
22,277
+1,219
209 210
211
212 213