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
5701
$51K ﹤0.01%
921
-70
5702
$51K ﹤0.01%
7,300
-3,534
5703
$51K ﹤0.01%
10,453
+3,753
5704
$51K ﹤0.01%
2,222
-176
5705
$51K ﹤0.01%
78
-108
5706
$51K ﹤0.01%
1,676
-4,530
5707
$51K ﹤0.01%
24,283
-5,972
5708
$51K ﹤0.01%
+24
5709
$50K ﹤0.01%
738
-711
5710
$50K ﹤0.01%
700
+600
5711
$50K ﹤0.01%
5,212
+4,751
5712
$50K ﹤0.01%
325
5713
$50K ﹤0.01%
1,119
-100
5714
$49K ﹤0.01%
3,800
5715
$49K ﹤0.01%
2,280
-8,663
5716
$49K ﹤0.01%
+1,968
5717
$49K ﹤0.01%
2,555
-725
5718
$49K ﹤0.01%
2,141
-7
5719
$49K ﹤0.01%
52,685
+17,021
5720
$48K ﹤0.01%
12,137
-1,100
5721
$48K ﹤0.01%
310
+77
5722
$48K ﹤0.01%
747
5723
$47K ﹤0.01%
2,497
-289
5724
$47K ﹤0.01%
3,651
+2,077
5725
$47K ﹤0.01%
2,217
227 228
229
230 231