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
5401
$164K ﹤0.01%
9,334
-2,976
5402
$164K ﹤0.01%
+7,227
5403
$164K ﹤0.01%
23,063
-36,612
5404
$164K ﹤0.01%
2,150
+100
5405
$163K ﹤0.01%
19,040
-44,081
5406
$163K ﹤0.01%
2,126
+629
5407
$163K ﹤0.01%
7,096
+6,796
5408
$163K ﹤0.01%
15,088
5409
$163K ﹤0.01%
5,868
-1,197
5410
$162K ﹤0.01%
1,717
-219
5411
$162K ﹤0.01%
12,596
-2,000
5412
$162K ﹤0.01%
9,601
-23,385
5413
$160K ﹤0.01%
900
5414
$159K ﹤0.01%
20,361
-27,636
5415
$158K ﹤0.01%
7,917
-79
5416
$158K ﹤0.01%
7,817
+659
5417
$156K ﹤0.01%
5,672
-2,273
5418
$156K ﹤0.01%
13,875
+1,708
5419
$156K ﹤0.01%
+15,557
5420
$155K ﹤0.01%
2,369
+1,029
5421
$155K ﹤0.01%
2,730
+2,057
5422
$155K ﹤0.01%
9,400
+6,368
5423
$155K ﹤0.01%
12,020
-8,912
5424
$155K ﹤0.01%
82,914
-4,726
5425
$154K ﹤0.01%
8,510
-1,555
215 216
217
218 219