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
5501
$101K ﹤0.01%
60,227
+3,926
5502
$100K ﹤0.01%
4,469
+243
5503
$100K ﹤0.01%
15,679
+2,313
5504
$99K ﹤0.01%
3,405
-58,490
5505
$99K ﹤0.01%
15,284
-10,147
5506
$98K ﹤0.01%
3,246
-193
5507
$98K ﹤0.01%
12,635
-397
5508
$98K ﹤0.01%
552
+308
5509
$98K ﹤0.01%
1,813
+250
5510
$98K ﹤0.01%
11,313
-103
5511
$97K ﹤0.01%
27,219
+21,164
5512
$97K ﹤0.01%
3,738
-26,760
5513
$97K ﹤0.01%
6,654
-1,450
5514
$96K ﹤0.01%
3,065
-1,370
5515
$96K ﹤0.01%
32,204
+30,310
5516
$96K ﹤0.01%
15,943
+12,019
5517
$96K ﹤0.01%
1,627
5518
$95K ﹤0.01%
8,377
-1,524
5519
$95K ﹤0.01%
3,277
+3,177
5520
$95K ﹤0.01%
28,579
-24,268
5521
$95K ﹤0.01%
21,909
-8,919
5522
$94K ﹤0.01%
8,334
-7,050
5523
$94K ﹤0.01%
21,949
+5,944
5524
$94K ﹤0.01%
14,338
-12,855
5525
$94K ﹤0.01%
19,942
-7,003
219 220
221
222 223