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
5751
$45K ﹤0.01%
4,426
5752
$45K ﹤0.01%
407
+227
5753
$44K ﹤0.01%
1,659
-689
5754
$44K ﹤0.01%
9,500
+6,000
5755
$44K ﹤0.01%
15,000
+14,977
5756
$43K ﹤0.01%
3,225
+348
5757
$43K ﹤0.01%
3,254
+4
5758
$43K ﹤0.01%
23,911
+158
5759
$43K ﹤0.01%
730
5760
$43K ﹤0.01%
2,680
5761
$43K ﹤0.01%
31,009
5762
$42K ﹤0.01%
2,316
5763
$42K ﹤0.01%
451
-982
5764
$42K ﹤0.01%
1,275
5765
$42K ﹤0.01%
98
+4
5766
$42K ﹤0.01%
866
5767
$42K ﹤0.01%
83,940
-8,421
5768
$42K ﹤0.01%
10,824
5769
$42K ﹤0.01%
5,226
5770
$41K ﹤0.01%
326
+249
5771
$41K ﹤0.01%
10,053
+9,964
5772
$41K ﹤0.01%
2,601
+1,270
5773
$41K ﹤0.01%
4,150
-12,476
5774
$41K ﹤0.01%
2,293
+1,803
5775
$41K ﹤0.01%
1,542
-723
229 230
231
232 233