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
5601
$84K ﹤0.01%
4,387
+3,200
5602
$84K ﹤0.01%
6,187
+5,262
5603
$83K ﹤0.01%
19,869
-253,259
5604
$82K ﹤0.01%
3,239
+403
5605
$82K ﹤0.01%
4,812
-146
5606
$82K ﹤0.01%
7,185
+1,000
5607
$82K ﹤0.01%
+1,780
5608
$81K ﹤0.01%
1,487
-23,188
5609
$81K ﹤0.01%
+123
5610
$81K ﹤0.01%
7,558
+7,058
5611
$81K ﹤0.01%
2,863
+749
5612
$81K ﹤0.01%
22,501
-295,979
5613
$81K ﹤0.01%
2,074
+246
5614
$80K ﹤0.01%
8,854
-233,594
5615
$80K ﹤0.01%
4,423
-3,012
5616
$80K ﹤0.01%
8,078
+1,368
5617
$80K ﹤0.01%
30
-33
5618
$80K ﹤0.01%
8,617
-2,222
5619
$80K ﹤0.01%
7,840
+800
5620
$79K ﹤0.01%
4,776
5621
$79K ﹤0.01%
5,100
+3,900
5622
$78K ﹤0.01%
2,564
-315
5623
$77K ﹤0.01%
6,671
+4,671
5624
$77K ﹤0.01%
3,924
+696
5625
$77K ﹤0.01%
1,008
-723
223 224
225
226 227