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
5676
$56K ﹤0.01%
3,936
+1,630
5677
$56K ﹤0.01%
1,902
-368
5678
$56K ﹤0.01%
1,791
5679
$55K ﹤0.01%
6,297
-10,974
5680
$55K ﹤0.01%
5,825
+1,750
5681
$55K ﹤0.01%
1,431
+879
5682
$55K ﹤0.01%
5,867
+4
5683
$54K ﹤0.01%
3,114
+272
5684
$54K ﹤0.01%
678
-368
5685
$54K ﹤0.01%
7,340
5686
$54K ﹤0.01%
12,140
-7,360
5687
$54K ﹤0.01%
2,429
+2,379
5688
$53K ﹤0.01%
4,490
+3,586
5689
$53K ﹤0.01%
29,076
-100
5690
$53K ﹤0.01%
531
+251
5691
– –
0
5692
$53K ﹤0.01%
3,431
-4,675
5693
$53K ﹤0.01%
+5,057
5694
$53K ﹤0.01%
18,728
+15,925
5695
$53K ﹤0.01%
66,457
-338,693
5696
$52K ﹤0.01%
4,064
-1,053
5697
$52K ﹤0.01%
3,380
+1,029
5698
$52K ﹤0.01%
2,738
-945
5699
$52K ﹤0.01%
+3,000
5700
$51K ﹤0.01%
260
-107
226 227
228
229 230