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
5751
$42K ﹤0.01%
33,724
+24
5752
$42K ﹤0.01%
3,530
+1,760
5753
$42K ﹤0.01%
9,643
+9,600
5754
$42K ﹤0.01%
2,493
-800
5755
$41K ﹤0.01%
1,443
-294
5756
$41K ﹤0.01%
11,546
+7,546
5757
$41K ﹤0.01%
9,716
-51,677
5758
$41K ﹤0.01%
13,820
+300
5759
$40K ﹤0.01%
20,437
-14,019
5760
$40K ﹤0.01%
1,312
-59
5761
$39K ﹤0.01%
1,200
5762
$39K ﹤0.01%
+17,200
5763
$39K ﹤0.01%
26,247
5764
$39K ﹤0.01%
1,678
5765
$38K ﹤0.01%
2,010
5766
$38K ﹤0.01%
6,942
+142
5767
$38K ﹤0.01%
4,039
5768
$38K ﹤0.01%
2,677
+1,055
5769
$38K ﹤0.01%
695
-382
5770
$38K ﹤0.01%
3,600
+100
5771
$38K ﹤0.01%
3,430
-1,320
5772
$38K ﹤0.01%
4,788
+2,321
5773
$38K ﹤0.01%
584
-191
5774
$37K ﹤0.01%
11,530
-28,924
5775
$37K ﹤0.01%
2,100
-2,100
229 230
231
232 233