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
5276
$177K ﹤0.01%
7,829
-413
5277
$177K ﹤0.01%
5,344
-16,013
5278
$177K ﹤0.01%
34,501
+3,714
5279
$176K ﹤0.01%
14,304
+4,953
5280
$176K ﹤0.01%
13,565
5281
$175K ﹤0.01%
3,398
+2,355
5282
$175K ﹤0.01%
6,825
+413
5283
$175K ﹤0.01%
21,178
-1,856
5284
$174K ﹤0.01%
12,360
-249
5285
$174K ﹤0.01%
91,968
-39,891
5286
$173K ﹤0.01%
3,393
+382
5287
$173K ﹤0.01%
8,963
-279
5288
$173K ﹤0.01%
14,910
-4,500
5289
$172K ﹤0.01%
5,993
-12
5290
$172K ﹤0.01%
5,516
-2,175
5291
$172K ﹤0.01%
51,052
+5,960
5292
$172K ﹤0.01%
+1
5293
$172K ﹤0.01%
32,680
-7,106
5294
$171K ﹤0.01%
+5,896
5295
$170K ﹤0.01%
45,802
-57,986
5296
$169K ﹤0.01%
14,039
+1,445
5297
$169K ﹤0.01%
+5,239
5298
$169K ﹤0.01%
22,246
+1,300
5299
$169K ﹤0.01%
129,345
+29,072
5300
$168K ﹤0.01%
1,730
+1,263
210 211
212
213 214