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
5726
$50K ﹤0.01%
+21
5727
$50K ﹤0.01%
1,911
-980
5728
$50K ﹤0.01%
1,710
+1,709
5729
$49K ﹤0.01%
1,957
-155
5730
$49K ﹤0.01%
4,900
-12,981
5731
$49K ﹤0.01%
3,563
+44
5732
$48K ﹤0.01%
2,025
-200
5733
$48K ﹤0.01%
12,779
+3,999
5734
$48K ﹤0.01%
2,979
-150
5735
$48K ﹤0.01%
1,698
-214
5736
$48K ﹤0.01%
900
5737
$48K ﹤0.01%
20,294
-9
5738
$47K ﹤0.01%
22,965
-108,197
5739
$47K ﹤0.01%
875
-5,329
5740
$47K ﹤0.01%
1,722
-744
5741
$47K ﹤0.01%
+657
5742
$47K ﹤0.01%
1,986
-981
5743
$46K ﹤0.01%
322
-88
5744
$46K ﹤0.01%
109
+78
5745
$46K ﹤0.01%
1,600
5746
$46K ﹤0.01%
884
5747
$46K ﹤0.01%
3,994
+1,264
5748
$46K ﹤0.01%
4,416
5749
$45K ﹤0.01%
4,068
+2,263
5750
$45K ﹤0.01%
+2,591
228 229
230
231 232