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
5576
$93K ﹤0.01%
7,981
-4,371
5577
$93K ﹤0.01%
4,202
+3,438
5578
$93K ﹤0.01%
+2,173
5579
$93K ﹤0.01%
16,510
-2,434
5580
$93K ﹤0.01%
8,351
+6,434
5581
$92K ﹤0.01%
36,520
5582
$92K ﹤0.01%
25,700
-10,000
5583
$92K ﹤0.01%
2,868
-1,000
5584
$92K ﹤0.01%
32
-34
5585
$92K ﹤0.01%
17,120
+15,870
5586
$92K ﹤0.01%
1,918
+499
5587
$91K ﹤0.01%
3,974
+3,876
5588
$90K ﹤0.01%
+3,727
5589
$90K ﹤0.01%
11,821
-184,122
5590
$90K ﹤0.01%
15,822
-10,642
5591
$90K ﹤0.01%
2,697
-935
5592
$90K ﹤0.01%
5,300
-1,200
5593
$88K ﹤0.01%
2,246
-158
5594
$87K ﹤0.01%
1,208
-11
5595
$87K ﹤0.01%
5,562
-340
5596
$86K ﹤0.01%
179,600
+4,000
5597
$86K ﹤0.01%
20,326
-62,804
5598
$85K ﹤0.01%
619
+103
5599
$85K ﹤0.01%
3,606
+654
5600
$85K ﹤0.01%
10,339
+401
222 223
224
225 226