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
5326
$206K ﹤0.01%
64,286
-58,133
5327
$205K ﹤0.01%
3,337
-343
5328
$204K ﹤0.01%
23,792
-7,177
5329
$202K ﹤0.01%
14,115
-5,850
5330
$202K ﹤0.01%
12,050
-43,600
5331
$202K ﹤0.01%
4,524
-11,694
5332
$201K ﹤0.01%
2,330
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5333
$201K ﹤0.01%
26,175
-3,051
5334
$200K ﹤0.01%
23,293
-4,677
5335
$200K ﹤0.01%
4,056
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5336
$198K ﹤0.01%
14,744
-201
5337
$197K ﹤0.01%
53,283
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5338
$197K ﹤0.01%
67,550
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5339
$196K ﹤0.01%
23,988
-2,317
5340
$196K ﹤0.01%
22,374
-38,793
5341
$196K ﹤0.01%
183,628
-16,093
5342
$195K ﹤0.01%
1,014
+983
5343
$195K ﹤0.01%
21,086
-9,100
5344
$194K ﹤0.01%
18,500
+678
5345
$193K ﹤0.01%
1,836
+934
5346
$192K ﹤0.01%
11,423
-15,644
5347
$192K ﹤0.01%
1,205
+88
5348
$191K ﹤0.01%
3,514
-251
5349
$191K ﹤0.01%
10,510
-906
5350
$191K ﹤0.01%
+11,845
212 213
214
215 216