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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
5826
$34K ﹤0.01%
1,901
+118
5827
$34K ﹤0.01%
9,259
-215,982
5828
$34K ﹤0.01%
1,851
-680
5829
$34K ﹤0.01%
+1,343
5830
$34K ﹤0.01%
6,350
-71,378
5831
$34K ﹤0.01%
4,073
-23,073
5832
$34K ﹤0.01%
493
-7,640
5833
$34K ﹤0.01%
7,890
-1,697
5834
$34K ﹤0.01%
5,744
-3,872
5835
$34K ﹤0.01%
2,163
+173
5836
$33K ﹤0.01%
+364,650
5837
$33K ﹤0.01%
+3,148
5838
$33K ﹤0.01%
1,052
-879
5839
$33K ﹤0.01%
1,800
5840
$33K ﹤0.01%
1,998
+299
5841
$33K ﹤0.01%
2,803
5842
$33K ﹤0.01%
252
5843
$33K ﹤0.01%
11,018
-146,475
5844
$32K ﹤0.01%
1,060
+60
5845
$32K ﹤0.01%
3,500
-35
5846
$32K ﹤0.01%
529
5847
$32K ﹤0.01%
1,106
5848
$32K ﹤0.01%
10,761
+676
5849
$32K ﹤0.01%
17,932
-622
5850
$32K ﹤0.01%
1,155
-3,860
232 233
234
235 236