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
5501
$121K ﹤0.01%
14,904
-51,885
5502
$121K ﹤0.01%
51,752
+19,657
5503
$120K ﹤0.01%
4,715
-177
5504
$120K ﹤0.01%
3,095
5505
$120K ﹤0.01%
7,314
-325
5506
$119K ﹤0.01%
3,840
+1,400
5507
$118K ﹤0.01%
12,570
-194,934
5508
$118K ﹤0.01%
2,887
-348
5509
$117K ﹤0.01%
16,508
+13,869
5510
$117K ﹤0.01%
7,480
+3,880
5511
$116K ﹤0.01%
3,584
-179
5512
$116K ﹤0.01%
5,013
+455
5513
$115K ﹤0.01%
1,800
+1,587
5514
$115K ﹤0.01%
5,521
-1,696
5515
$115K ﹤0.01%
8,723
+5,557
5516
$115K ﹤0.01%
11,524
+2,524
5517
$115K ﹤0.01%
2,214
-32,500
5518
$115K ﹤0.01%
2,078
5519
$114K ﹤0.01%
+6,330
5520
$113K ﹤0.01%
6,213
+3,863
5521
$113K ﹤0.01%
9,507
-132,312
5522
$112K ﹤0.01%
8,270
-239,452
5523
$112K ﹤0.01%
2,681
-8,535
5524
$111K ﹤0.01%
19,514
+281
5525
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0
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221
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