Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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
5651
$63K ﹤0.01%
9,855
+829
5652
$62K ﹤0.01%
10,000
+1,200
5653
$62K ﹤0.01%
2,747
+97
5654
$62K ﹤0.01%
42,501
-12,574
5655
$61K ﹤0.01%
13,161
-8,817
5656
$61K ﹤0.01%
5,400
-548
5657
$61K ﹤0.01%
2,246
+1,256
5658
$61K ﹤0.01%
1,756
+430
5659
$60K ﹤0.01%
434
+79
5660
$60K ﹤0.01%
6,443
+6,193
5661
$60K ﹤0.01%
+5,136
5662
$59K ﹤0.01%
2,187
+1,623
5663
$59K ﹤0.01%
1,823
-2,106
5664
$59K ﹤0.01%
15,669
-10,600
5665
$58K ﹤0.01%
1,653
5666
$58K ﹤0.01%
4,900
+300
5667
$58K ﹤0.01%
1,422
+1,237
5668
$57K ﹤0.01%
283
+170
5669
$57K ﹤0.01%
8,518
+7,518
5670
$57K ﹤0.01%
+2,525
5671
$57K ﹤0.01%
2,589
-2,404
5672
$56K ﹤0.01%
3,100
5673
$56K ﹤0.01%
1,714
-5,282
5674
$56K ﹤0.01%
2,728
+596
5675
$56K ﹤0.01%
+5,600
225 226
227
228 229