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
5526
$110K ﹤0.01%
8,334
5527
$110K ﹤0.01%
7,026
-447
5528
$109K ﹤0.01%
68,850
+13,635
5529
$109K ﹤0.01%
25,239
+3,102
5530
$108K ﹤0.01%
4,580
5531
$108K ﹤0.01%
5,786
-390
5532
$108K ﹤0.01%
4,263
-84
5533
$107K ﹤0.01%
3,700
-1,410
5534
$107K ﹤0.01%
17,521
-16,085
5535
$107K ﹤0.01%
3,287
-3,076
5536
$106K ﹤0.01%
3,480
-3,169
5537
$106K ﹤0.01%
3,980
+1,635
5538
$105K ﹤0.01%
2,138
+1,334
5539
$104K ﹤0.01%
+29,757
5540
$104K ﹤0.01%
3,226
-14,623
5541
$104K ﹤0.01%
7,467
-9
5542
$104K ﹤0.01%
2,935
+123
5543
$103K ﹤0.01%
30,115
-7,992
5544
$103K ﹤0.01%
2,030
-630
5545
$103K ﹤0.01%
424
+42
5546
$103K ﹤0.01%
1,056
+561
5547
$102K ﹤0.01%
6,648
+6,583
5548
$102K ﹤0.01%
8,121
+1,271
5549
$102K ﹤0.01%
+11,412
5550
$101K ﹤0.01%
53,427
-132,455
220 221
222
223 224