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
5351
$149K ﹤0.01%
+2,020
5352
$148K ﹤0.01%
50,634
+15,808
5353
$148K ﹤0.01%
6,204
+3,122
5354
$148K ﹤0.01%
17,994
+14,402
5355
$148K ﹤0.01%
+1,474
5356
$147K ﹤0.01%
21,018
-597
5357
$147K ﹤0.01%
11,493
-925
5358
$147K ﹤0.01%
7,007
+307
5359
$147K ﹤0.01%
4,913
+32
5360
$147K ﹤0.01%
7,346
+5,686
5361
$145K ﹤0.01%
12,574
+7,830
5362
$145K ﹤0.01%
20,243
+15,643
5363
$145K ﹤0.01%
77,866
-419,157
5364
$144K ﹤0.01%
18,876
+2,018
5365
$144K ﹤0.01%
900
-626
5366
$143K ﹤0.01%
5,992
+5,893
5367
$143K ﹤0.01%
8,754
-19,716
5368
$142K ﹤0.01%
+9,905
5369
$142K ﹤0.01%
14,955
+8,362
5370
$141K ﹤0.01%
4,271
+2,408
5371
$141K ﹤0.01%
3,848
+202
5372
$141K ﹤0.01%
3,881
5373
$140K ﹤0.01%
81,643
-7,854
5374
$139K ﹤0.01%
3,295
+40
5375
$139K ﹤0.01%
900
213 214
215
216 217