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
5426
$154K ﹤0.01%
18,165
+13,181
5427
$154K ﹤0.01%
15,059
+1,133
5428
$153K ﹤0.01%
9,366
-31,413
5429
$153K ﹤0.01%
15,756
-660
5430
$152K ﹤0.01%
13,887
-1,631
5431
$152K ﹤0.01%
15,582
+99
5432
$151K ﹤0.01%
2,612
-326
5433
$151K ﹤0.01%
4,734
-15,985
5434
$151K ﹤0.01%
997
+285
5435
$150K ﹤0.01%
115,076
-614
5436
$150K ﹤0.01%
53,491
+50,120
5437
$150K ﹤0.01%
3,132
-152
5438
$149K ﹤0.01%
23,400
+3,355
5439
$149K ﹤0.01%
111,177
-40,083
5440
$149K ﹤0.01%
10,817
-3,853
5441
$149K ﹤0.01%
13,059
-6,057
5442
$148K ﹤0.01%
9,467
+81
5443
$147K ﹤0.01%
14,024
-570
5444
$146K ﹤0.01%
24,750
-4,818
5445
$146K ﹤0.01%
94,784
-349
5446
$146K ﹤0.01%
5,636
-1,073
5447
$145K ﹤0.01%
+8,281
5448
$144K ﹤0.01%
1,049
+975
5449
$144K ﹤0.01%
5,545
-550
5450
$144K ﹤0.01%
10,783
+605
216 217
218
219 220