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
5676
$61K ﹤0.01%
2,168
-192
5677
$61K ﹤0.01%
8,269
-1,200,583
5678
$61K ﹤0.01%
10,846
-1,058
5679
$60K ﹤0.01%
7,807
-2,523
5680
$60K ﹤0.01%
6,852
-1,200
5681
$60K ﹤0.01%
28,591
+17,300
5682
$60K ﹤0.01%
677
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5683
$60K ﹤0.01%
500
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5684
$60K ﹤0.01%
127
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5685
$60K ﹤0.01%
22,369
-4,725
5686
$60K ﹤0.01%
2,774
-500
5687
$60K ﹤0.01%
1,625
-751
5688
$59K ﹤0.01%
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5689
$59K ﹤0.01%
+8,766
5690
$58K ﹤0.01%
16,521
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5691
$58K ﹤0.01%
1,685
5692
$57K ﹤0.01%
2,338
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5693
$57K ﹤0.01%
10,008
+199
5694
$57K ﹤0.01%
20,088
5695
$57K ﹤0.01%
+3,177
5696
$57K ﹤0.01%
39,522
-21,620
5697
$56K ﹤0.01%
22,000
+8,300
5698
$56K ﹤0.01%
5,968
-32,699
5699
$56K ﹤0.01%
3,691
5700
$56K ﹤0.01%
3,298
226 227
228
229 230