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
5376
$179K ﹤0.01%
67,731
-87,430
5377
$178K ﹤0.01%
4,641
-562
5378
$178K ﹤0.01%
8,292
+197
5379
$178K ﹤0.01%
22,090
-5,118
5380
$177K ﹤0.01%
10,891
+831
5381
$177K ﹤0.01%
8,010
+1,700
5382
$177K ﹤0.01%
9,450
-5,206
5383
$176K ﹤0.01%
42,907
-12,539
5384
$176K ﹤0.01%
28,783
-26,852
5385
$176K ﹤0.01%
15,722
5386
$175K ﹤0.01%
9,002
+1,411
5387
$175K ﹤0.01%
52,925
-69,739
5388
$174K ﹤0.01%
+6
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$173K ﹤0.01%
2,560
-300
5390
$173K ﹤0.01%
12,790
-3,451
5391
$173K ﹤0.01%
6,661
-869
5392
$172K ﹤0.01%
7,981
+3,236
5393
$171K ﹤0.01%
54,069
-16,053
5394
$169K ﹤0.01%
9,124
+250
5395
$168K ﹤0.01%
6,282
-802
5396
$168K ﹤0.01%
7,885
-49
5397
$166K ﹤0.01%
13,022
-4,129
5398
$166K ﹤0.01%
5,169
+3,200
5399
$165K ﹤0.01%
1,274
-331
5400
$165K ﹤0.01%
1,600
+521
214 215
216
217 218