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
$331B
AUM Growth
+$5.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,907
New
Increased
Reduced
Closed

Top Buys

1
+$500M
2
+$470M
3
+$409M
4
AABA
Altaba Inc
AABA
+$378M
5
BKNG icon
Booking.com
BKNG
+$375M

Top Sells

1
+$1.9B
2
+$828M
3
+$716M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$585M
5
ETP
Energy Transfer Partners L.p.
ETP
+$539M

Sector Composition

1 Technology 9.92%
2 Financials 9.63%
3 Healthcare 8.27%
4 Consumer Discretionary 7.53%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5626
$69K ﹤0.01%
432
-82
5627
$69K ﹤0.01%
2,094
+1,714
5628
$69K ﹤0.01%
754
-2
5629
$69K ﹤0.01%
1,839
5630
$69K ﹤0.01%
583
+66
5631
$69K ﹤0.01%
6,191
+5,357
5632
$68K ﹤0.01%
10
5633
$68K ﹤0.01%
1,850
+400
5634
$68K ﹤0.01%
13,132
-4,634
5635
$68K ﹤0.01%
2,701
+1,391
5636
$68K ﹤0.01%
16,057
+8,117
5637
$68K ﹤0.01%
4,443
+1,622
5638
$68K ﹤0.01%
14,685
+4,334
5639
$67K ﹤0.01%
70
-14
5640
$67K ﹤0.01%
2,564
+901
5641
$67K ﹤0.01%
10
-9
5642
$67K ﹤0.01%
16,985
-5,387
5643
$67K ﹤0.01%
3,110
-100
5644
$65K ﹤0.01%
8,000
-1,600
5645
$65K ﹤0.01%
1,779
-16
5646
$65K ﹤0.01%
4,226
-19,323
5647
$65K ﹤0.01%
2,313
+1,744
5648
$64K ﹤0.01%
25,714
-4,035
5649
$64K ﹤0.01%
2,455
-122
5650
$63K ﹤0.01%
3,928
+1,756
224 225
226
227 228