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
5551
$101K ﹤0.01%
22,285
-134,787
5552
$101K ﹤0.01%
2,188
-1,035
5553
$101K ﹤0.01%
2,356
+728
5554
$101K ﹤0.01%
298
-94
5555
$101K ﹤0.01%
24,980
+2,955
5556
$101K ﹤0.01%
220,300
+15,000
5557
$100K ﹤0.01%
+6,557
5558
$100K ﹤0.01%
35,181
-19,256
5559
$99K ﹤0.01%
6,477
-16
5560
$99K ﹤0.01%
+26,857
5561
$99K ﹤0.01%
570
-1,172
5562
$98K ﹤0.01%
11,732
+500
5563
$98K ﹤0.01%
5,081
-174
5564
$98K ﹤0.01%
3,604
-1,124
5565
$98K ﹤0.01%
3,207
+3,191
5566
$98K ﹤0.01%
+921
5567
$97K ﹤0.01%
34,142
-2,400
5568
$96K ﹤0.01%
17,700
+2,819
5569
$95K ﹤0.01%
2,280
-1,605
5570
$95K ﹤0.01%
54,375
+500
5571
$95K ﹤0.01%
3,819
-889
5572
$95K ﹤0.01%
12,509
-887
5573
$94K ﹤0.01%
5,366
+4,170
5574
$94K ﹤0.01%
15,721
-2,126
5575
$94K ﹤0.01%
+2,732
221 222
223
224 225