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
5826
$31K ﹤0.01%
78
+63
5827
$31K ﹤0.01%
+799
5828
$30K ﹤0.01%
4,415
5829
$30K ﹤0.01%
6,000
-3,850
5830
$30K ﹤0.01%
51
+8
5831
$30K ﹤0.01%
225
5832
$30K ﹤0.01%
1,482
+631
5833
$30K ﹤0.01%
3,736
+101
5834
$30K ﹤0.01%
+1,099
5835
$30K ﹤0.01%
1,311
-998
5836
$29K ﹤0.01%
6,022
-2,195
5837
$29K ﹤0.01%
6,869
+2,566
5838
$29K ﹤0.01%
1,031
5839
$29K ﹤0.01%
834
-250
5840
$29K ﹤0.01%
6,770
+6,070
5841
$29K ﹤0.01%
902
-100
5842
$29K ﹤0.01%
7,886
-635
5843
$29K ﹤0.01%
235
5844
$28K ﹤0.01%
+400
5845
$28K ﹤0.01%
+1,085
5846
$28K ﹤0.01%
1,099
-7,521
5847
$28K ﹤0.01%
3,875
+300
5848
$28K ﹤0.01%
19,152
+2,964
5849
$28K ﹤0.01%
53,500
+700
5850
$27K ﹤0.01%
900
232 233
234
235 236