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
5726
$47K ﹤0.01%
54
+5
5727
$47K ﹤0.01%
1,899
5728
$47K ﹤0.01%
10,181
+4,400
5729
$47K ﹤0.01%
2,800
5730
$46K ﹤0.01%
1,184
+804
5731
$46K ﹤0.01%
+3,794
5732
$45K ﹤0.01%
1,830
+48
5733
$44K ﹤0.01%
20,832
+6,698
5734
$44K ﹤0.01%
4,786
-1,454
5735
$44K ﹤0.01%
1,278
5736
$44K ﹤0.01%
1,641
-7,879
5737
$44K ﹤0.01%
4,597
-3,114
5738
$44K ﹤0.01%
12,787
+6,619
5739
$44K ﹤0.01%
18,787
-1,569
5740
$43K ﹤0.01%
8,294
+4,201
5741
$43K ﹤0.01%
1,954
+1,064
5742
$43K ﹤0.01%
2,326
-551
5743
$43K ﹤0.01%
54,930
5744
$43K ﹤0.01%
4,427
-21,765
5745
$43K ﹤0.01%
45,671
+10,042
5746
$43K ﹤0.01%
+4,200
5747
$42K ﹤0.01%
3,723
-200
5748
$42K ﹤0.01%
9,371
+698
5749
$42K ﹤0.01%
1,889
-12,635
5750
$42K ﹤0.01%
+5
228 229
230
231 232