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
5301
$217K ﹤0.01%
83,700
-500
5302
$217K ﹤0.01%
6,036
-549
5303
$216K ﹤0.01%
6,132
-105,215
5304
$215K ﹤0.01%
19,872
-6,118
5305
$215K ﹤0.01%
22,765
5306
$215K ﹤0.01%
8,648
+689
5307
$214K ﹤0.01%
+1,029
5308
$214K ﹤0.01%
32
+15
5309
$213K ﹤0.01%
22,507
+2,000
5310
$213K ﹤0.01%
34,540
-24,847
5311
$212K ﹤0.01%
20,017
+9,530
5312
$212K ﹤0.01%
11,949
-1,486
5313
$211K ﹤0.01%
16,552
+2,991
5314
$210K ﹤0.01%
+13,283
5315
$210K ﹤0.01%
17
+1
5316
$210K ﹤0.01%
25,392
-5,093
5317
$210K ﹤0.01%
76,189
-48,028
5318
$209K ﹤0.01%
5,680
5319
$209K ﹤0.01%
18,918
+18,603
5320
$209K ﹤0.01%
3,685
-501
5321
$209K ﹤0.01%
5,690
-5,238
5322
$208K ﹤0.01%
5,057
-1,227
5323
$208K ﹤0.01%
123,169
+35,101
5324
$206K ﹤0.01%
824
-243
5325
$206K ﹤0.01%
53,344
+6,362
211 212
213
214 215