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
5801
$37K ﹤0.01%
2,124
-1,225
5802
$37K ﹤0.01%
1,030
5803
$37K ﹤0.01%
13,642
+299
5804
$37K ﹤0.01%
8,765
+527
5805
$37K ﹤0.01%
+970
5806
$37K ﹤0.01%
1,517
-188
5807
$37K ﹤0.01%
29,046
5808
$37K ﹤0.01%
1,022
+495
5809
$37K ﹤0.01%
500
5810
$37K ﹤0.01%
3,138
-600
5811
$36K ﹤0.01%
4,585
5812
$36K ﹤0.01%
4,499
5813
$36K ﹤0.01%
1,848
5814
$36K ﹤0.01%
1,000
+600
5815
$36K ﹤0.01%
805
-100
5816
$36K ﹤0.01%
7,855
5817
$36K ﹤0.01%
1,145
5818
$36K ﹤0.01%
1,811
5819
$36K ﹤0.01%
69
-550
5820
$36K ﹤0.01%
+735
5821
$36K ﹤0.01%
107
-104
5822
$35K ﹤0.01%
1,250
5823
$35K ﹤0.01%
2,406
-12,819
5824
$35K ﹤0.01%
3,630
+524
5825
$34K ﹤0.01%
1,851
-680
231 232
233
234 235