We are live on ! Find out more
Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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%
677
-621
5680
$60K ﹤0.01%
500
+163
5681
$60K ﹤0.01%
127
+45
5682
$60K ﹤0.01%
7,807
-2,523
5683
$60K ﹤0.01%
6,852
-1,200
5684
$60K ﹤0.01%
28,591
+17,300
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%
5,155
-850
5689
$59K ﹤0.01%
+8,766
5690
$58K ﹤0.01%
16,521
+12,000
5691
$58K ﹤0.01%
1,685
5692
$57K ﹤0.01%
2,338
+664
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%
5,968
-32,699
5698
$56K ﹤0.01%
3,691
5699
$56K ﹤0.01%
3,298
5700
$56K ﹤0.01%
3,936
226 227
228
229 230