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
5426
$123K ﹤0.01%
2,462
-1,581
5427
$122K ﹤0.01%
7,720
-8
5428
$122K ﹤0.01%
8,030
-501
5429
$122K ﹤0.01%
3,596
+437
5430
$122K ﹤0.01%
45,458
+15,563
5431
$121K ﹤0.01%
1,891
-45
5432
$121K ﹤0.01%
21,078
+4,714
5433
$121K ﹤0.01%
27,201
+8,700
5434
$121K ﹤0.01%
5,064
-6,096
5435
$120K ﹤0.01%
29,672
-10,429
5436
$120K ﹤0.01%
7,462
+5,351
5437
$120K ﹤0.01%
5,552
-8,633
5438
$119K ﹤0.01%
14,185
+10,195
5439
$119K ﹤0.01%
6,102
-2,486
5440
$119K ﹤0.01%
5,230
+4,914
5441
$119K ﹤0.01%
33,513
-43,506
5442
$118K ﹤0.01%
7,877
-3,214
5443
$117K ﹤0.01%
+4,835
5444
$117K ﹤0.01%
4,058
+3,563
5445
$117K ﹤0.01%
81
-140
5446
$117K ﹤0.01%
90,959
+35,864
5447
$117K ﹤0.01%
3,750
-285
5448
$116K ﹤0.01%
2,606
-1,436
5449
$116K ﹤0.01%
4,347
+130
5450
$116K ﹤0.01%
31,730
-21,270
216 217
218
219 220