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
5451
$143K ﹤0.01%
14,416
-38,842
5452
$143K ﹤0.01%
29,434
-5
5453
$143K ﹤0.01%
4,673
-9,673
5454
$142K ﹤0.01%
5,706
+5,606
5455
$141K ﹤0.01%
5,785
+700
5456
$141K ﹤0.01%
233
+34
5457
$140K ﹤0.01%
11,411
+6,554
5458
$140K ﹤0.01%
637
+565
5459
$140K ﹤0.01%
5,946
-28,240
5460
$139K ﹤0.01%
4,636
-1,062
5461
$138K ﹤0.01%
4,729
+1,611
5462
$138K ﹤0.01%
15,692
-5,258
5463
$138K ﹤0.01%
23,607
-52,361
5464
$138K ﹤0.01%
9,708
-2,754
5465
$137K ﹤0.01%
4,770
-400
5466
$136K ﹤0.01%
9,194
-450
5467
$136K ﹤0.01%
1,588
5468
$135K ﹤0.01%
7,837
-2,533
5469
$135K ﹤0.01%
9,637
+8,211
5470
$135K ﹤0.01%
2,265
-8,194
5471
$134K ﹤0.01%
3,690
-287
5472
$134K ﹤0.01%
5,744
+740
5473
$134K ﹤0.01%
13,650
+10,850
5474
$134K ﹤0.01%
6,500
5475
$134K ﹤0.01%
17,466
+7,161
217 218
219
220 221